Ben Laidler＆TeamJ.P. Morgan
买方说：“本有彻底了解拉丁美洲的市场。”
首先重复的是由纽约的Ben Laidler举办的J.P.摩根五容。墨西哥也领导第3队。Laidler，39，“为思想提供了大量的支持数据，这更重要，”一个买方的爱好者说。策略师在11月讲述了客户，他们一般于2011年的拉丁美洲看涨，因为“宏观基本面是强大的，信贷条件非常支持，估值并没有被伸展，”在其他因素中。The 160-page report, “LatAm Year Ahead 2011: Stay Invested,” included a breakdown of the team’s model portfolio, in which the consumer/discretionary, energy, financials and telecommunications sectors were overweighted relative to the MSCI emerging-markets Latin America index, while basic materials, consumer staples and utilities were underweighted. At the time of the report, the model portfolio was up 22 percent year-to-date, 10 percentage points ahead of the index. By the end of July, the model portfolio had advanced 3.5 percent further, roughly in line with the index over the same period, Laidler reports.