LatAm: Hedging demand rises with Banxico in focus – BNY

BNY’s Geoff Yu argues Latin American FX and equities now represent a single crowded ‘total return’ trade, with all regional currencies still overheld while bond holdings begin to reverse unevenly.

capitalindexers
capitalindexers
 May 7, 2026  0  4
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LatAm: Hedging demand rises with Banxico in focus – BNY
BNY’s Geoff Yu argues Latin American FX and equities now represent a single crowded ‘total return’ trade, with all regional currencies still overheld while bond holdings begin to reverse unevenly.
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