Manuel Ballesteros, CEO and Founderof Dolomiti Capital, joins Javier Morodo for a conversation on the bond market, its role in generating passiveincome, and its relevance within investment strategies.
Listen in Youtube Listen in SpotifyManuel Ballesteros, CEO and Founderof Dolomiti Capital, presents this master class on the bond market and its role as asource of passive income and portfolio stability. some text inside of a div block.
Manuel Ballesteros, CEO and Founder of Dolomiti Capital, joins Miguel Olea, Allan Cassis and Jorge Combe on Skin in the Game to discuss the shifting outlook for interest rates, bond markets in Mexico and the U.S., the implications of the U.S.–Venezuela oil agreement, and Nvidia’s acquisition of Hugging Face.
Listen in youtubeListen in SpotifyIn this Dolomiti Insight, Manuel Ballesteros, CEO and Founder of Dolomiti Capital, examines spread compression across Mexican corporates and highlights potential disconnects between market pricing and underlying credit fundamentals.
In this Dolomiti Insight, Manuel Ballesteros, CEO and Founder of Dolomiti Capital, explores the investment case for Televisa’s 2037 MXN bond, where a strengthening balance sheet, improving operations and fresh junior capital contrast with spreads that continue to price in significant credit risk.
Read InsightIn this Dolomiti Insight, Manuel Ballesteros, CEO and Founder of Dolomiti Capital, examines the rapid expansion of private credit in Mexico, questioning whether the surge of global managers entering the market may lead to spread compression, weaker underwriting standards, and hidden credit risks for institutional investors.
In this Dolomiti Insight, Manuel Ballesteros, CEO and Founder of Dolomiti Capital, revisits one of the oldest inefficiencies in credit markets: forced selling. Through the lens of Orbia’s recent downgrade, he explores how technical flows—not fundamentals—are driving dislocations, and where that gap may be creating asymmetric opportunities for investors.
Read InsightIn this Dolomiti Insight, Manuel Ballesteros, CEO and Founder of Dolomiti Capital, examines one of the most overlooked risks in fixed income: when reported NAV diverges from economic reality. Through a detailed review of Mexico’s award-winning debt fund VALUEF2, he explores how illiquid bond pricing, model-driven marks, and structural blind spots may be distorting returns across the local fund industry.
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In this Dolomiti Insight, Manuel Ballesteros, CEO and Founder of Dolomiti Capital, analyzes the evolving credit story of PEMEX, assessing the sustainability of government backing and the risks that may emerge as spreads tighten despite persistent structural weaknesses.
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