Publications

- February 1, 2021: Vol. 14, Number 2

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Emerging opportunity: With economic headwinds subsiding, emerging nations may be less foreboding than novice infrastructure investors expect

by Alex Frew McMillan

The coronavirus has spared no part of the world. But as we move into year two of the pandemic, the situation appears set to stabilize. That should encourage investors to take a more expansive view, after playing defense for so long.

“2021 is the year everyone was waiting for,” says Luisa Cravo, the deputy investment manager of Apex-Brasil, the Brazilian Trade and Investment Promotion Agency. “It marks a switch in rhythm and promises improvements in comparison to 2020 in all aspects.”

A far-safer situation for the elderly in second quarter 2021, and the rest of the population by year-end, will lead to a return to risk and greater volatility in the markets, Société Générale’s global equity strategy team believes. Perhaps counterintuitively, the calming of the worst economic headwinds “will lead to much bumpier markets later in 2022,” SocGen states in a recent report in identifying strategies for the next two years. Investors will be looking at what happ

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