DoubleLine Portfolio Manager Valerie Ho and Sovereign Analyst Nicholas Engler break down Latin America’s pivotal electoral cycle and its impact on the region’s economic landscape. With elections looming in Colombia, Brazil, Argentina and beyond, the two analyze how shifting voter sentiment, fiscal challenges and evolving U.S. relations are driving market dynamics across Latin America. From Colombia’s potential swing back to the center to Brazil’s fiscal policy dilemmas and Argentina’s impactful midterms, the conversation highlights key risks and opportunities investors should watch for as the electoral cycle unfolds.
Discover how these elections could impact sovereign risk, currency trends and foreign investment flows in emerging markets. Ms. Ho and Mr. Engler provide analysis on the implications for local markets, likelihood of market-friendly outcomes, and broader effects on trade and bilateral relations.
Ms. Ho joined DoubleLine in 2009 as an Emerging Markets Sovereign Analyst. She is now a Portfolio Manager for the DoubleLine Global Bond strategy covering Latin America and Emerging Asia excluding China. Prior to DoubleLine, Ms. Ho was an Assistant Vice President at TCW, where her responsibilities included analyzing Multi-Asset Fixed Income and CDO investments. Previous to TCW, she worked as a Paraplanner for Ameriprise Financial. Ms. Ho holds a BS in Mathematics/Economics and a Specialization in Computer Programming from the University of California at Los Angeles. She is a CFA® charterholder.
Mr. Engler joined DoubleLine in 2020 as an Analyst, Sovereign Credit on the International Fixed Income team. Prior to DoubleLine, he worked at J.P. Morgan in London, where his responsibilities included country risk management for the Middle East and North Africa. Previous to J.P. Morgan, Mr. Engler worked as a Research Assistant at S&P Global Ratings in New York. He holds a B.A. in International Relations from the University of Southern California and MIA in International Finance and Economic Policy from Columbia University.
