Why Latin America’s ‘Trifecta’ Could Reshape Global Portfolios | Thoughts on the Market | Morgan Stanley
> *"Latin America is facing a trifecta of change that could set up a very different investment story from what investors have gotten used to."* - **Nikolai Lipman** (Discussing the core thesis) [[00:00:23](https://youtu.be/L5dkNazvEr0?t=23)] > *"We could be moving towards an investment or capex cycle in the shadow of the global AI capex cycle."* - **Nikolai Lipman** (On the shift from consumer to infrastructure)…
Commodities
