The “Donroe Doctrine”: towards a new cartography of Latin America?
Executive Summary Background Initially branded the “Trump Corollary,” the administration later adopted the term “Donroe Doctrine” coined by the press. Predicated on “America First” principles, Donroe seeks to prevent economic and political influence from other global powers—particularly China, Russia, and Iran. The policy leverages economic mechanisms to shape political outcomes, advance government and corporate interests, […]
EXPANDING INVESTMENT UNIVERSES
IVO Capital Partners announces the appointment of Julio Arantes
The company strengthens its management teams with the arrival of a senior profile with recognized international experience Paris, November 20, 2025 – IVO Capital Partners, an independent management company specializing in bond markets, announces the arrival of Julio Arantes as senior analyst in the emerging markets team. Formerly an analyst with J.P. Morgan in New […]
Evolution of the Emerging Markets Trade Landscape
Evolution of the Emerging Markets Trade Landscape: The Rise of China and the Growth of South-South Trade Summary: Chart 1: Evolution of Emerging Markets Trade Flows Evolution of the Emerging Markets Trade Landscape Chart 2: Number of Countries Trading more with China than with the United States In 2000, the United States was the primary […]
IVO Capital Partners confirms its status as a specialist in European litigation financing with the launch of IVO Legal Strategies Fund IV
Paris, November 4, 2025 – Independent asset management company IVO Capital Partners announces the launch ofIVO Legal Strategies Fund IV, its fourth litigation financing vehicle. This new vintage, Article 8 SFDR, targets assets under management of 150 million euros, and aims to invest in over 40 different types of litigation, mainly in Europe, confirming IVO […]
Litigation financing, a strategic asset class
Argentina’s fiscal rehabilitation
Synthesis The country, previously in default, revived investor hopes with the election of a controversial libertarian president, Javier Milei. However, his ambitious fiscal program has run into familiar obstacles, including political turmoil and corruption scandals, which have quickly eroded investor confidence and once again hampered economic activity. Increased volatility emerged following the heavy defeat of […]
Quantalys Harvest Group Award
Best local firm in the Global Bond Management category.
How strong has the eurozone become?
The postal code effect or the mispricing of emerging markets: a field of opportunities hidden by the sovereign ceiling
The postal code effect or the mispricing of emerging markets: a field of opportunities hidden by the sovereign ceiling Identifying opportunities under the ceiling: Emerging market mispricing caused by the sovereign ceiling “Identifying and exploiting market dislocations caused by sovereign rating caps provides a distinct source of alpha and illustrates the type of market inefficiency […]