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 […]