E41: Riding the Rotation — Latin America’s Untapped Potential
In our latest Research @ Citi podcast, U.S. Director of Research Rob Rowe sits down with Director of Latin America Equity Research Andre Mazini to discuss Latin America's markets. Topics of discussion include the global rotation trade, tariffs and trade agreements, China's influence in the region and upcoming elections.
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Rob Rowe, U.S. Regional Director of Research and Head of Global Strategy and Macro Group, Citi
Rob Rowe is Head of the Global Strategy and Macro Group (GSMG) as well as the U.S. Regional Director of Research. GSMG unites all of Citi's economists with fixed income, FX, equity and commodities strategists to create a common team providing research on the world's major economies and asset classes. Rob has been with Citi for 30 years serving in various capacities. He originally joined Smith Barney Harris Upham & Company in 1989, working in investment banking, fixed income sales and research. In addition to his managerial responsibilities, he continues to provide portfolio strategy for select clients as part of his previous role overseeing the Global Bond Portfolio Analysis team. He has written numerous articles and publications on fixed income and portfolio strategy.
Andre Mazini, Director of Latin America Equity Research and Lead Analyst for Real Estate & Construction, Capital Goods, and Brazil Strategy within LATAM Equity Research, Citi
Andre ranked as a #1 Analyst in the Cement & Construction and Real Estate sectors of the 2023 Institutional Investor Latin America Research Poll. Andre has a Bachelor of Arts in Economics from PUC-Rio de Janeiro and a Master of Arts from EESP-FGV Institute, São Paulo. He is also a CFA Charterholder.
