July 9, 2026

Daily commentary

The market continues to bet that this new confrontation between the U.S. and Iran will be limited and short-lived, with risk assets rebounding globally today: major stock indices rose 0.5–1.5%, accompanied by a 2.5% drop in crude oil prices (WTI $72; Brent $76), as well as...
July 8, 2026

Daily commentary

Trump’s back-and-forth with Iraq resumed, with a U.S. attack on Iraqi forces in retaliation for their disruption of shipping traffic through the Strait of Hormuz, while Trump said he “doesn’t expect the war to start again; it will be quick.” Equities fell globally, though they were recovering from...
July 2, 2026

Daily commentary

The Dow Jones Industrial Average Hits a High as Concerns Over Fed Rate Hikes Ease U.S. job growth, which was slower than expected, drove most stocks higher, while short-term bond yields fell amid expectations that the...
July 1, 2026

Daily commentary

Most stocks are rising as Warsh says inflation risks are fading. Signs of economic strength and easing inflationary pressures boosted most U.S. stock markets, and Federal Reserve Chairman Kevin Warsh said...
June 28, 2026

AV Total Return Fund

AV Total Return is an open-ended fixed income fund designed to seek attractive current returns and long-term capital growth, while maintaining a high level of diversification and liquidity. capital growth over the long term, while maintaining a high level of diversification and liquidity. The fund invests primarily in a diversified portfolio of Latin American dollar-denominated bonds, which it complements with small equity diversified portfolio of U.S. dollar-denominated Latin American bonds, which is complemented by small equity investments and cash reserves. This portfolio is actively managed actively managed for exposure to high-yielding investments with appreciation potential, adjusting its composition to market conditions. to market conditions. The fund has a variable dividend policy that currently aims to distribute 7% annually, paid out aims to distribute 7% per annum, paid quarterly...
June 26, 2026

AV Balanced Series 509

We are an international financial services firm with over thirty years of experience in the capital markets. We offer wealth management services for high net worth individuals by structuring discretionary investment portfolios. Our investment philosophy is to preserve and enhance our clients' purchasing power without exposing their assets to unnecessary risk. Investing with a long-term horizon results in lower fees, transaction costs and taxes. We believe in the power and inevitability of change, and recognize the cyclicality and volatility of the economy and capital markets. As a result, our investment process is proactive and responsive with different policies and strategies to achieve superior returns over the long term...
June 25, 2026

AV Alternative Fund

Diversified open-end private credit fund with loans in the U.S. and Latin America. Loans are collateralized with different types of collateral, optimizing return and minimizing risk. Low correlation with financial markets, represents an interesting diversification in an investment portfolio. Semi-annual distributions (optional) of 11% annualized, US residents and citizens (W9) are NOT eligible to participate.