Exploring the YPF-Burford Capital Saga
July 1st marked the reopening of the saga between Argentina and a group of investors, backed by Burford Capital, involved in litigation over YPF.

The Quest for Quality in Equity Markets

Stick with Quality. Equity investors have heard this mantra repeatedly over the past few years. But what exactly is Quality? And how do you “stick with it”?

We hosted a live Q&A session with our Chief Investment Officer, Ahmed Riesgo, alongside Melissa Ochoa Cárdenas and Mauricio Viaud from our Research Team, sharing their insights and answering your most relevant market questions.

Rise of the Bengal Tiger: The Case for India

With an estimated population of close to 1.5 billion people, India ranks as the most populous country in the world, surpassing China, and accounting for nearly 20% of the world’s population. It is unlikely that India will relinquish its top rank any time soon, as its population is expected to grow to close to 1.7 billion by 2050.

Understanding the Potential Effects of Section 899

The current administration’s One Big Beautiful Bill Act is designed to make a number of tax cuts permanent, as well as changing portions of the United State’s tax code. As it stands, the bill has received House approval and is currently being reviewed by the Senate.

A game of urgency versus patience between the United States and China in Latin America
The Monroe Doctrine could be seen as the United States’ most prominent attempt to intervene in Latin America and exclude European colonial powers from…

From Drones to Golden Domes: How Technology is Reshaping the Defense Industry

I learned to fly airplanes when I was fifteen years old. That was quite some time ago. At the time, airplane cockpits were full of dials and flight instruments that
looked like the faces of classic wristwatches, not Fitbits or Apple Watches.

The Aftermath of a Late Move

On May 16, Moody’s announced it was downgrading the US’s sovereign rating after it had downgraded its outlook to ‘negative’ the year before

Uncertainty is the Name of the Game

Think about this hypothetical scenario. Imagine a group of investors that went on vacation to an island devoid of any form of communication for three months.

Argentina: Latin America’s (Potential) Shining Star

Argentina is no stranger to financial headlines. Lately, the country has been making news as the macroeconomic situation defies the odds and keeps handing positive surprises to both investors and locals alike.

Half Time Report – A Season of Dichotomy

When we think of a dichotomy, we tend to think of two opposing forces, such as light and dark or good and evil.

The Rationality Behind Market Irrationality

Amid discussions surrounding market outlooks, a common question we receive from clients is “why do markets act irrationally at times?” The efficient market hypothesis states that asset prices reflect all available information.