Latin America and the push towards transformation

Empirical research supports the potential for higher risk-adjusted returns and dampened volatility for companies that embed ESG criteria and this in turn encourages institutional investing. In fact, by augmenting Integra’s traditional financial analysis with non-financial metrics such as ESG our investment teams and portfolio companies have the potential to lower tail risk as well as systematic […]

How Leveraging ESG Metrics Has the Potential to Mitigate Risk and Enhance Investment Performance

The pandemic is creating an opportunity for transformation in numerous areas — and the financial system can play a critical role, specifically through investments that consider environmental, social, and corporate governance (ESG) factors. Tune in to discover how Integra Groupe, a top emerging manager, is providing global investors access to deep-value, resilient and impact investments […]

Looking Beyond GDP for Deep-Value Opportunities in Latin America

While the world is still trying to understand and process the COVID-19 shock, compelling opportunities have not ceased to exist and emerge in Latin America. Our job as investors is to create the certainty that our stakeholders need to move forward to recover from difficulties and to thrive into a challenging but promising future. In […]

Our takeaways from Dominican Republic elections

One of Latin America’s best performing economies, The Dominican Republic, voted for change this past weekend with Luis Abinader, ending a 16-year old on the presidency by a center-left party in the Caribbean nation. Integra Groupe’s local team reports the highlights and outlook. Read more

Venezuela: Billions of barrels to spare but not a drop to pump

Investors often ask us “How is Venezuela, a country with 300 billion barrels of oil reserves, poor?” Lack of petrol and recent price hikes are adding further challenges to a complicated scenario in the country. Integra Groupe’s June Q&A walks you through the common queries and numbers. Read more

Brazil: Big drawdowns, bigger opportunities

Prior to the arrival of COVID-19 and an external oil shock, the Brazilian economy was  already struggling. However, the Bolsonaro administration and Finance Minister Paulo Guedes were  registering big wins in  their mission to cut bureaucracy and liberalize the economy. In this paper we present a broad overview of the many factors currently contributing to […]

Latin America uncorrelated alternative investments in deep-value markets

This is an uncertain moment for the world, including Latin America. COVID-19 is bringing new humanitarian and economic challenges to investment professionals, disrupting the lives of millions and becoming a major market driver. No region has provided sanctuary to the global market maelstrom, which is the reason we are looking beyond the short-term disruptions and […]

Corona in Caracas

Amidst a challenging economic and humanitarian crisis, U.S. sanctions, an external oil shock and COVID-19 lockdowns, Integra Groupe analyzes the pressures under which the Maduro regime is operating. The Chavista government has remained defiant despite adversity both at home and abroad. We discuss the storm clouds forming, debating between the perfect storm or another transition […]

Five things we learned in Davos

The World Economic Forum’s 50th annual meeting focused on improving the state of the world through dialogue, engagement and change. We present five take-aways from Davos 2020. Read more

Takeaways from Peruvian congressional elections

With a fragmented congress mainly dominated by center groups, the next 18 months before general elections will be crucial to determine Peru’s political scenario. With no significant majority in sight, are Peruvian politics moving back to the status quo? Read more