Brokers recommend Argentine assets to shield against 2027 election uncertainty
Electoral uncertainty in Argentina is weighing on local financial assets, with country risk at 700 points and a spread between bonds maturing before and after the elections. Local brokers shared their recommendations with Bloomberg Línea: Vector Investments suggests dollar-denominated corporate bonds maturing around 2030 plus 10% liquidity in AO27; Mills Capital notes that instruments maturing before the vote offer a natural refuge; and PPI sees Neuquén bonds and Vaca Muerta-linked equities as options amid the volatility.
In 40 seconds
- Vector Investments proposes a portfolio of dollar-denominated corporate bonds maturing around 2030 with 10% liquidity in AO27
- Mills Capital says instruments maturing before the elections offer a natural refuge and that equities are the most sensitive to political volatility
- PPI sees Neuquén provincial bonds as a relatively defensive option and recommends YPF, TGS and Pampa Energía for moderate or aggressive profiles
Read the full story at Bloomberg Línea
IASummary generated by artificial intelligence from a story by Bloomberg Línea. It may contain errors: the original source prevails.
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