July 13, 2026 11:06 AM GMT Podcast | Across LatAm | Latin America M Idea How AI Will Power LatAm; Opportunities & Risks We connect our Bull Market LatAm thesis to AI to our global themes with Stephen Byrd, Head of Global Thematics. Today LatAm supplies energy, minerals and hardware, but the next stage will bring data centers to LatAm too. This affects both the power market, and the geopolitical soft power in LatAm. Play Audio Related Research: Latin America Equity Strategy: LatAm Bull Market Limbo: Looking ...