April 8, 2026

Daily commentary

Stock markets rise following the plunge in oil prices triggered by the ceasefire agreement between the U.S. and Iran. A wave of optimism swept through global financial markets after the United States and Iran reached a ceasefire agreement, boosting stock markets and triggering the biggest drop...
April 7, 2026

Daily commentary

Stocks pare losses on hopes of a deadline extension Hopes for a diplomatic resolution to the war in the Middle East lifted stocks from their session lows before the deadline set by...
April 6, 2026

Daily commentary

The week is off to a slow start globally due to holidays in Asia and, in particular, Europe, but the U.S. market closed on a positive note despite the continued tough rhetoric toward Iran and comments from Iranian officials that no agreement is in sight. Treasuries were flat...
April 6, 2026

Market Flash

The U.S. economy added 178,000 jobs in March, well above economists' consensus estimates and rebounding from the previous month's revised net loss of 133,000 jobs. The report, released on Friday while markets were closed for a holiday, also showed that the unemployment rate...
March 31, 2026

Market Flash

The Federal Reserve kept its benchmark rate unchanged for the second consecutive meeting, maintaining it in the 3.50%–3.75% range, in line with market expectations. Oil price shocks pose complex dilemmas for central banks. On the one hand, they create temporary inflationary pressures, and the more...
March 28, 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...
March 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...
March 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.