The pulse of the markets: Martti Forsberg on the opportunities in Latin America

In this episode of “Let’s talk about alternatives”, Sebastian Kistner speaks with Martti Forsberg, Portfolio Manager in LGT Capital Partners’ Emerging Market Fixed Income team, about the evolving opportunity set in Latin American sovereign bonds. Drawing on recent discussions with regional policymakers, they explore the region’s outsized role in EM local debt returns, the impact of commodities and supply chain realignment and the implications of upcoming elections. The conversation highlights why differentiation across countries – and institutional resilience – remain key for investors navigating Latin America today.