In the fourth of Altana Wealth’s Best Ideas Webinar series Lee Robinson, Altana’s founder and CIO, discusses how Venezuelan debt has reached a historic inflection point following the arrest of President Maduro in January and the lifting of key OFAC sanctions. He looks in detail at the PDVSA 2020 bonds backed by CITGO, the Amber Energy auction, the implications of the Iran War on oil prices and why the risk/reward profile for Venezuelan distressed debt is as attractive as it has been in a decade.
