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Wir stehen in ständigem Kontakt mit dem mexikanischen Finanzministerium und der Zentralbank des Landes, um die Steuer- bzw. Geldpolitik zu diskutieren. Unsere Beziehungen zu den handelnden Personen tragen zu unserem besseren Verständnis der quasistaatlichen Ölgesellschaft Pemex bei, die in unserem Benchmark-Index für Staatsanleihen enthalten ist. Im Jahr 2024 nutzten wir den Übergang zu einer neuen Regierung und trafen uns mit dem Team des scheidenden Finanzministeriums, den politischen Beratern der wahrscheinlichen (und nun de facto) Gewinnerin der Präsidentschaftswahlen, Claudia Sheinbaum, sowie mit dem Pemex-Management und anderen Interessengruppen. Dabei schlugen wir eine nachhaltige Lösung für den Schuldenüberhang des Unternehmens vor, der Pemex wiederholt von staatlicher Unterstützung abhängig gemacht hatte. Unser Vorschlag wurde gut aufgenommen, gab uns die Möglichkeit, die Prioritäten der neuen Regierung zu bewerten und beeinflusste schließlich auch unser Portfolio.
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