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ブルーベイはメキシコの財務省や中央銀行と継続的に連絡を取り合い、財政政策と金融政策について議論しています。こうした議論は、ブルーベイのソブリン債戦略のベンチマーク構成銘柄の国営石油会社ペメックスを理解する上でも役立っています。2024年には、新政権への移行の機会を活用し、財務省のチームや大統領選挙で勝利する可能性が高いとされていたクラウディア・シェインバウム氏の政策アドバイザー、ペメックスの経営陣・関係者との会合を通じて、ペメックスに過剰債務の持続可能な解決策を提案しました。この提案はペメックスが段階的な政府支援を受けるというもので、高く評価されました。運用チームは、こうしたことを今後の政権の優先事項の分析や、ポートフォリオのポジショニングに活かすことができました。
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We are unable to market if your country is not listed.
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