Our Insights hub provides timely perspectives on global markets, economic trends, and investment opportunities. At Dolomiti Capital, we go beyond numbers to uncover the stories shaping financial landscapes.
Contact us
From bond markets to emerging asset classes, our team shares in-depth analysis backed by research and data. These insights are designed to inform and empower our clients with actionable knowledge.
Contact us
We believe in thought leadership that challenges conventional thinking and sparks new ideas. Our publications, reports, and commentary reflect our commitment to driving clarity in an ever-changing financial world.
Contact usManuel 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 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 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, 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.
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.
Read Insight
