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JPMorgan Pitches Latin America as Refuge From AI Bubble Risk

Key Facts —The thesis: JPMorgan Private Bank’s 2026 Latin America outlook, authored by Head of Investment Strategy Nur Cristiani and titled “Between Promise and Pressure, the Answer is Optionality,” positions the region as a portfolio hedge against US technology concentration risk rather than a directional growth bet. —The growth map: JPMorgan projects 2026 regional GDP […]

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Spain and Portugal Close Their Golden Visa Doors, Forcing LATAM Investors to Reroute

Key Facts —Spain ended its Golden Visa program entirely on April 3, 2025 under Ley Orgánica 1/2025, eliminating all five investment paths including real estate, public debt, equities, funds and entrepreneurial projects. —Portugal stripped real estate from its Golden Visa in 2023 and tightened naturalization to 10 years of effective residency from five; processing times […]

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Latin America Drives Global Oil Supply Growth in 2026

Key Points —Latin American oil production will surpass 8.8 million barrels per day in 2026, driving the bulk of growth outside OPEC+ on the back of more than 700,000 bpd added by Brazil, Guyana and Argentina, according to Rystad Energy analysis. —Brazil leads the regional expansion with output above 4.2 million bpd, sustained by the […]

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