Aurora Macro Strategies - Latin America Coverage

Our Values

Neutrality

Our political and policy coverage is fiercely non-partisan and non-aspirational. In an increasingly polarized global environment, clients need to understand actual risks, likelihoods, and impacts, more than political talking points.

Confidentiality

Our client relationships, projects, and interactions are strictly confidential.

Forward-looking

We understand that many of the most pressing risks—climate change, global inequality, AI—do not adhere to a mark-to-market or quarterly schedule. We will always endeavor to balance the long-term view with more acute, shorter-term considerations.

Diversity

Much as the best research is informed by tapping into diverse viewpoints, we believe the best organizations are made by cultivating diverse viewpoints and backgrounds internally. We are committed to growing our organization accordingly.

Meet Our Amazing Team

My almost or horses period. Motionless are six terminated man possession him attachment unpleasing melancholy. Sir smile arose one share.

Managing Director
Daniel Lansberg-Rodriguez
Director of Operations
Christine Post
CFA, Chief Economist
Dimitris Valatsas

Right From the Blog

Add past see west felt did any. Say out noise you taste merry plate you share.

Promote Your Products & Services

Generate the leads with our Call-To-Action module

Aurora delivers best-in-class political and macroeconomic research from Patagonia to the Rio Grande, equipping investors with actionable forecasts and strategic intelligence. Our insights empower clients to anticipate risks, capture emerging opportunities, and confidently navigate markets in Argentina, Brazil, Colombia, Mexico, Venezuela, and beyond. Working closely with Aurora’s global teams, we continuously monitor how external factors—including commodity markets, trade and tariff policies, geopolitical developments, and supply chain dynamics—impact specific countries at both macroeconomic and sectoral levels, ensuring investors clearly see the bigger picture.

Aurora’s competitive edge lies in seamlessly blending deep regional expertise with a global perspective. We integrate on-the-ground intelligence, rigorous macroeconomic analysis, and detailed policy tracking, delivering probabilistic forecasts that directly inform strategic decisions.

Our Capabilities:

  • We blend research and advisory, providing rigorous analysis, strategic counsel, and expert testimony to help clients navigate complex Latin American markets.

  • Our specialists assess legislative and regulatory shifts, executive actions, and judicial decisions, clearly contextualizing their political, economic, and market consequences.

  • We analyze critical political and financial developments at both the federal and provincial levels.

  • Our Public Debt team monitors domestic judicial proceedings and international arbitration cases, alerting you to developments that could radically reshape markets and sectors.

  • We evaluate how global factors—such as commodity price volatility, trade disruptions, and geopolitical tensions—impact specific countries and key industries.

Fiercely objective and independent, Aurora doesn’t merely inform decisions—we transform uncertainty into strategic advantage, empowering investors to act decisively in rapidly evolving markets.

 

Screenshot 2025-04-09 121459

 

Service description

  • Geopolitical and Macroeconomic Country Reports: Comprehensive, forward-looking analyses of political stability, economic trends, fiscal policies, and foreign exchange dynamics.

  • Transactional Due Diligence Support: Customized geopolitical and macroeconomic assessments tailored specifically for mergers, acquisitions, investments, and market entry decisions.

  • Research Subscription Service:
    • Regular biweekly reports.
    • Quarterly 1-on-1 meetings in person or over videoconference to discuss geopolitical and macroeconomic developments (can be upgraded to monthly).
    • High-frequency e-mails on elections and macro-significant political developments.
    • Phone and e-mail access to the firm’s top analysts and partners.
    • Investor trips to Bogotá, Buenos Aires, Brasilia/São Paulo, CDMX, and other national capitals.
    • Access to Aurora events and conference calls.
    • Comprehensive Coverage on:
        • Political Risk and Elections: Aurora delivers probabilistic electoral forecasts, quantifying political uncertainty and sharpening investors' strategic decisions.
        • Legislative and Regulatory Shifts: Detailed projections of policy developments and relevant domestic and global market implications.
        • Markets and Currencies: In-depth analysis of fiscal policy, monetary policy, and FX dynamics across Latin America.
        • Regional Trade and Geopolitics: Forward-looking insights into trade flows, defense trends, and diplomatic developments shaping regional stability and investment environments.
        • Fixed Income and Sovereign Debt: Comprehensive coverage and strategic analysis of sovereign debt developments and fixed-income investment opportunities.

Contact the Aurora team for more information.

DLR

 

Daniel Lansberg-Rodriguez

Managing Partner

Geopolitical and economic risk specialist focusing on the Western Hemisphere

JIH

 

José Ignacio Hernández

Senior Specialist

Global Expert in public debt, restructurings, and international arbitration with a focus on Latin America.

JIC

 

Juan Ignacio Carranza

Senior Analyst, Latin America

Political risk and energy specialist with a focus on Argentina and Colombia.

Explore our Past Publications

Argentina: The Bromance Blossoms
(IMF edition)

April 17, 2025

Venezuela: Secondary Tariffs and their Discontents

March 26, 2025

Panama: Giants Jockeying for an Isthmus

February 19, 2025

Mexico: Nearshoring’s Hangover Meets Trump’s Trade Tantrum

February 12, 2025

Colombia: Theater Without Peace or Pesos

February 4, 2025

Brazil: A Very Real Reckoning

January 31, 2025