In May, Salvador Almeida, head of Latin America at Hamilton Lane, conducted a roundtable with Brent Burnett, head of infrastructure and real assets at Hamilton Lane, Marcelo Sada, managing director at Arroyo Investors, and José Antonio Ríos, member of the board of directors at Cirion Technologies, about the future of private infrastructure in Latin America. The following is an excerpt of that conversation.
TRADE AND TARIFFS
It was recently announced discussions to renew the U.S.-Mexico-Canada Agreement (USMCA) will start one year ahead of schedule. Then, tariffs hit. At a high level, what impact do you think this will have on the infrastructure landscape and investment opportunities?
Burnett: The recent volatility of tariffs levied against Canada and Mexico, including the back and forth on th