Vaquero Global InvestmentBold Moves Are Needed to Right Pemex, but Petrobras Shows it Can Be DoneUpdateJun 21, 2019Jun 21, 2019
Vaquero Global InvestmentMexico: While the Currency is Undervalued, Politics Holds Forth the Possibility of an Unexpected…While it’s still a long way off, we believe markets will become increasingly focused on Mexico’s July 1st 2018 presidential elections. Of…Feb 13, 2017Feb 13, 2017
Vaquero Global InvestmentMexico — Hydrocarbon WindfallMexico’s trade position with respect to oil has deteriorated significantly as a function of declining prices, falling production and a…Oct 19, 2016Oct 19, 2016
Vaquero Global InvestmentCountdown to Rio 2016Brazil is Self-Immolating, Just in Time to Showcase Itself on the World StageDec 9, 2015Dec 9, 2015
Vaquero Global InvestmentA World of Lackluster GrowthIn 2015, EM growth is poised to put up its worst year in quite some time and estimates call for only a modest increase in 2016. Mexico and…Dec 4, 2015Dec 4, 2015
Vaquero Global InvestmentA Return to Genuine Global Growth?The global macro backdrop has overemphasized weakness in EM and underemphasized the exceedingly lackluster growth posted by developed…Oct 5, 2015Oct 5, 2015
Vaquero Global InvestmentTrading Level Update — EM Corporate DebtThe emerging market fixed income asset class is composed of sovereign and corporate debt denominated in both hard and local currencies…Sep 3, 2015Sep 3, 2015
Vaquero Global InvestmentMexico — Hydrocarbon Windfall Plumbing New LowsMexico’s trade position with respect to oil has deteriorated significantly as a function of declining prices, production and the mix of…Aug 20, 2015Aug 20, 2015
Vaquero Global InvestmentLooking for Value Across Fixed Income MarketsThere is a lack of yield in ‘core’ fixed income strategies, especially when looking at key benchmarks like the Barclays Agg (2.4%) and the…Aug 11, 2015Aug 11, 2015
Vaquero Global InvestmentIn the “Land of the Future”, Even the Locals are Pessimistic!If it keeps on rainin’, Levy’s goin’ to break,Jul 27, 2015Jul 27, 2015