I am an Equity Research Assistant Vice President at Barclays Capital, covering LatAm and Agribusiness. My work is centered on fundamental research, industry dynamics, and understanding how businesses evolve within broader economic and competitive systems.
What has kept my coverage especially interesting over the past several years is the complexity of the underlying markets. In agriculture, even seemingly external variables such as energy prices or weather patterns can reshape cost curves, margins, trade flows, and sentiment very quickly. That constant interaction between macro conditions and company fundamentals is a large part of what makes the space so intellectually engaging. While my coverage spans both Agribusiness and LatAm, I have increasingly gravitated toward LatAm, where I have developed a particular interest in companies such as Cemex.
Over nearly three years at Barclays, I have had the opportunity to write a number of thematic and flagship pieces across my coverage. I wrote on Argentina and the catalysts that could position the country to become a more important agricultural and biofuels producer, while incorporating variables such as the ENSO cycle, which at the time was driving extreme flooding followed by drought. I also wrote a longer piece on the Mexican presidential election and how policy and macro outcomes could flow through to earnings across my coverage, followed by work on U.S. elections and the implications of U.S. policy for Mexico’s economic backdrop. More recently, one of my favorite pieces was our 2026 Mexico outlook, which examined a far more challenging setup after two years of broad-based strength in the country. Most recently, I published a broader piece on U.S. biofuel policy following the EPA’s Set 2 rule.
Outside of those larger thematic pieces, my day-to-day responsibilities look much like those of any sell-side analyst: meeting with companies, speaking with clients, maintaining models, and refining views as new information comes in. What has always drawn me toward investing more directly is the opportunity to pair research with action. I like having a view, pressure-testing it, and then being accountable to the outcome. That combination of analysis and judgment is a large part of what I find most compelling about markets.
I developed an interest in financial markets at an early age, influenced by my father’s work as an equity trader. From the outset, I was drawn to markets through a research-oriented lens. I was always more interested in understanding the business, the industry structure, and the capital allocation behind a stock than in following price movement on its own.
That foundation still shapes how I invest today. My process is grounded in fundamental analysis, but informed by a broader macro perspective. I actively manage personal capital using the same framework, with a strong emphasis on disciplined positioning, risk management, and identifying asymmetric opportunities.
At the same time, I pay close attention to trading behavior - how positioning, sentiment, and market conditions influence price action across both institutional flows and retail participation. I have found those dynamics to be meaningful catalysts and, in many cases, an important contributor to returns.
The most compelling opportunities, in my experience, tend to emerge when strong underlying fundamentals align with favorable trading conditions - when the analysis is right, the setup is there, and both are pointing in the same direction.