Managing Critical Issues & Risks Across Emerging Markets

The Speyside Group analyzes the landscape of Colombia's 2026 Elections , focusing on the critical balance of institutional Stability and severe macroeconomic Constraints. As the country approaches a decisive electoral calendar, the core question for market participants is no longer just who wins, but who can govern effectively. We explore the strategic Implications for Energy, Mining, and Infrastructure , highlighting that execution risk, rather than ideological shifts, is ultimately What Investors Should Really Be Watching.

The Speyside Group team analyzes the evolution of Extended Producer Responsibility (EPR) in Southeast Asia, which has transitioned from a niche European policy into a defining element of the region's environmental governance. Unlike the coordinated approach of the European Union, Southeast Asia's EPR landscape is heavily fragmented across six major markets: Indonesia, Vietnam, Thailand, the Philippines, Singapore, and Malaysia. While this fragmentation creates immediate compliance complexities for multinational corporations, it also presents significant commercial opportunities for first movers willing to embed circularity into their core operations.

The Speyside Latin America team analyzes how the global energy transition is driving a structural transformation in Brazil’s mining sector. The accelerating demand for Critical Minerals (such as lithium, nickel, graphite, niobium, and rare earth elements) has fundamentally altered the investment landscape. Environmental performance, supply chain traceability, and climate alignment are no longer mere reputational differentiators; they are now strict preconditions for market access, strategic partnerships, and project bankability