Aurora Macro Strategies

Latin America

Sovereign debt, political risk, and energy across Latin America's largest markets.

Aurora's Latin America coverage spans sovereign debt, central bank policy, electoral risk, and energy markets across Brazil, Mexico, Argentina, Venezuela, and the broader region. Our principals have advised investors and governments through landmark restructurings and political transitions.

Coverage themes

Sovereign debt & restructurings

Public debt sustainability, restructuring frameworks, and creditor strategy across the region.

Political risk & elections

Electoral cycles, regime change, populism, and policy continuity risk.

Energy & commodities

Oil and gas policy, state enterprises (Pemex, PDVSA), and resource nationalism.

Experts on Latin America

Daniel Lansberg-Rodríguez

Daniel Lansberg-Rodríguez

Co-founder & Managing Partner

Co-Founder and Managing Partner. He leads the firm's Geopolitical Risk practice and serves on the faculty at Northwestern University's Kellogg School of Management.

José Ignacio Hernández

José Ignacio Hernández

Senior Specialist — International Arbitration & Sovereign Debt

One of Latin America's foremost experts on public debt and restructurings. Former Special Attorney General of Venezuela. Harvard Kennedy School fellow.

Richard Lapper

Richard Lapper

Senior Advisor — Brazil

Former Financial Times Latin America editor. Author of 'Beef, Bible and Bullets: Brazil in the Age of Bolsonaro' and the forthcoming 'Lula!'.

Sergio Delgado

Sergio Delgado

Senior Advisor — Energy & Pemex

Extensive experience in Mexican energy as investor and advisor on financing and debt restructuring. Former Senior Portfolio Manager at Aventicum Capital.

  • Quarterly Latin America sovereign-debt chartbook
  • Country deep dives: Brazil, Mexico, Argentina, Venezuela, Colombia
  • Restructuring case notes and creditor-strategy memos
  • Election and political-transition briefings

Aurora's Latin America coverage is delivered to a small group of institutional clients. Request the briefing or speak with the specialist directly.

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