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Vaquero Global Investment

Vaquero Global Investment

Bold Moves Are Needed to Right Pemex, but Petrobras Shows it Can Be Done

Update

Jun 21, 2019

Bold Moves Are Needed to Right Pemex, but Petrobras Shows it Can Be Done

Jun 21, 2019

Vaquero Global Investment

Mexico: 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, 2017

Mexico: While the Currency is Undervalued, Politics Holds Forth the Possibility of an Unexpected…

Feb 13, 2017

Vaquero Global Investment

Mexico — Hydrocarbon Windfall

Mexico’s trade position with respect to oil has deteriorated significantly as a function of declining prices, falling production and a…

Oct 19, 2016

Mexico — Hydrocarbon Windfall

Oct 19, 2016

Vaquero Global Investment

Countdown to Rio 2016

Brazil is Self-Immolating, Just in Time to Showcase Itself on the World Stage

Dec 9, 2015

Countdown to Rio 2016

Dec 9, 2015

Vaquero Global Investment

A World of Lackluster Growth

In 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, 2015

A World of Lackluster Growth

Dec 4, 2015

Vaquero Global Investment

A 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, 2015

A Return to Genuine Global Growth?

Oct 5, 2015

Vaquero Global Investment

Trading Level Update — EM Corporate Debt

The emerging market fixed income asset class is composed of sovereign and corporate debt denominated in both hard and local currencies…

Sep 3, 2015

Trading Level Update — EM Corporate Debt

Sep 3, 2015

Vaquero Global Investment

Mexico — Hydrocarbon Windfall Plumbing New Lows

Mexico’s trade position with respect to oil has deteriorated significantly as a function of declining prices, production and the mix of…

Aug 20, 2015

Mexico — Hydrocarbon Windfall Plumbing New Lows

Aug 20, 2015

Vaquero Global Investment

Looking for Value Across Fixed Income Markets

There 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, 2015

Looking for Value Across Fixed Income Markets

Aug 11, 2015

Vaquero Global Investment

In the “Land of the Future”, Even the Locals are Pessimistic!

If it keeps on rainin’, Levy’s goin’ to break,

Jul 27, 2015

In the “Land of the Future”, Even the Locals are Pessimistic!

Jul 27, 2015

Vaquero Global Investment

Vaquero Global Investment

Vaquero Global Investment LP is a San Antonio-based investment manager focused on emerging market credit opportunities, with an emphasis on corporate finance.

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