“One chain, the Americas, is serving the U.S., and one chain on the east side of the world to serve China. and China, what is happening in the globe is that the production chains have basically divided in two,” said Sequeira. “Because of these geopolitical tensions between the U.S. Mexico became an important part of the conversation this year as the nearshoring trend of moving of business operations to a closer country became more acute. “We are back on the road with regular road shows to LatAm-based and global clients and hosting in-person flagship conferences such as the Brazil and Mexico opportunities conferences.”
“We remain committed to developing on-the-ground insights in the region with research analysts located in São Paulo, Santiago, Mexico City, New York City, and London,” he said. “Different from the trend in the industry, we have been hiring senior analysts and upgrading the coverage in key sectors, which allowed us to increase the market share and the number of ranked positions as clients value the investment in human capital and the commitment to the region,” he added.Īt JPMorgan, meanwhile, the research footprint surpasses 235 companies and should grow larger in 2023, according to Lakos. Irigoyen credited his firm’s approach in the region to its increased market share. “So I think with anything, our team became even more senior because of our associates.”Īt BofA Securities, there is a team of economists, strategists, and equity analysts covering 15 countries based in New York, Sao Paulo, and Mexico City. “I think it’s natural to have changes in the junior level but for the past few years, nobody has switched groups and this is good because they get more experience,” he said. Two additional leaderboards were created by weighting the responses by assets under management, which mirrored these commission-weighted results.īTG Pactual’s Sequeira reported that his team - already one of the most senior in the region - once again experienced little turnover. In line with other II surveys, participants rated the top firms across 25 sectors and then separately rated individual analysts, economists, and strategists at those firms to create two distinct rankings for each sector.
Itau BBA and Bradesco BBI placed fourth and fifth, respectively. JPMorgan was close behind, taking third with 23 team positions.
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