Risk and Return January 7, 2026
On this episode of Risk and Return, Charlie Gasparino and Bob Sloan are joined by Robert Koenigsberger to break down emerging markets trades as Venezuela enters a new world order shaped by Trump-era geopolitics. Watch here.
CNN, Quest Means Business January 6, 2026
“Old debt stocks will have to be restructured before FDI in Venezuela.” Our founder and CIO, Robert Koenigsberger, speaks to CNN’s Richard Quest on what’s next for the country. Video courtesy of CNN International. Watch here.
Bloomberg Surveillance January 5, 2026
Our founder and CIO, Robert Koenigsberger, on Bloomberg Surveilance with Jonathan Ferro to discuss the events in Venezuela and the outlook. Watch here.
The New York Post Column by Charlie Gasparino
January 9, 2026
“Robert Koenigberger is among the best emerging markets investors out there. ‘To us it was obvious that something would happen, we just weren’t sure exactly what that would be’” Gasparino said. Read the article here.
Reuters
January 8, 2026
“What we’ve found historically in Latin America is that things tend to go in waves and trends together,” said Robert Koenigsberger, Chief Investment Officer and Managing Partner at Gramercy. “It clearly seems that the current trend in Latin America is from left to right.” Read the article here.
CNBC.com
January 5, 2026
“When you think about the regulations that were in place, the investing environment, nothing’s changed – not yet anyway.” said Robert Koenigsberger, Managing Partner and Chief Investment Officer of Gramercy Funds Management. “An investor can’t simply just fly to Caracas – if the airport were opened — and just start knocking on doors and meeting people, and say, ‘hey,’” he said. Read the article here.
Qatar Tribune
January 7, 2026
“Before we figure out the sequencing of a debt restructuring, there has to be a complete change in the sanctions regime,” said Gramercy Chief Investment Officer Robert Koenigsberger, also invested in Venezuela debt. “And that will probably be incremental,” added Koenigsberger. Read the article here.
Wealth Professional
January 7, 2026
Gramercy CIO Robert Koenigsberger told Reuters that sanctions must change first and that any easing will likely be incremental, making a restructuring deal this year “highly unlikely.” Read the article here.
Reuters
January 6, 2026
“Before we figure out the sequencing of a debt restructuring, there has to be a complete change in the sanctions regime,” said Gramercy Chief Investment Officer Robert Koenigsberger, also invested in Venezuela debt. “And that will probably be incremental,” added Koenigsberger, who, along with others, said it was highly unlikely a restructuring deal could come this year. Read the article here.
International Financing Review
January 9, 2026 (Login Required)
Kathryn Exum, Co-Head of Sovereign Research at fund manager Gramercy, said for a conventional bond restructuring to occur a permanent government would need to be in place after “some sort of broader transition.” That would “open the door for a formal recognition of the new government and … allow for multilateral relationships particularly the IMF” to be reestablished, she said. Read the article here.
Bloomberg
January 6, 2026 (Login Required)
“Venezuela is an extremely complex story, but it’s also simple in the sense that it can be analyzed almost as an oil company” for now, said Petar Atanasov, Co-Head of Sovereign Research at the emerging-markets specialist Gramercy Funds Management. “Everything will depend on what kind of investment goes into the oil sector.” Read the article here.
The Wall Street Journal
January 5, 2026 (Login Required)
“When the Marines invaded Iraq, oil production was 1 million barrels a day, and now it’s closer to 5 million,” said Robert Koenigsberger, Chief Investment Officer at Gramercy. “I think some estimates that people have for the long-run GDP of Venezuela miss the mark.” Read the article here.
Bloomberg
January 4, 2026 (Login Required)
“The immediate goal was the removal of Maduro. Objective achieved,” said Robert Koenigsberger, founder and Chief Investment Officer at Gramercy Funds Management. “Now the path forward is dependent on what type of regime change ensues. Also, understanding the role of the U.S. in the transition will be key.” Read the article here.
Macro Hive: “The New Era of Private Credit”
In this webcast, listen to what our founder and CIO Robert Koenigsberger tells Macro Hive CEO Bilal Hafeez about the new wave of opportunities in emerging markets, China’s turnaround, and how to navigate emerging market cycles. Watch here.
iCapital Beyond 60/40 with Sonali Basak
High-conviction strategies can unlock value in emerging markets. Hear our founder and CIO Robert Koenigsberger’s perspective on iCapital’s Beyond 60/40 with Sonali Basak. Watch here.
Why Private Credit in EM?
Get the inside track from Head of Capital Solutions Gustavo Ferraro and his team as they discuss the distinct advantages and untapped opportunities of Private Credit in emerging markets. Watch here.
Robert Koenigsberger on Emerging Markets and the Origins of Gramercy
Gramercy’s founder, Managing Partner and CIO Robert Koenigsberger discusses his background, how he learned to spot opportunities in emerging markets and why he was inspired to start Gramercy. “I wanted to do something entrepreneurial.” Watch here.
Robert Koenigsberger on How to Build A Business
Meet the Gramercy Team: Our Founder and CIO Robert Koenigsberger talks about the early years of the firm, navigating distressed situations from the Russian financial crisis to the Argentine default and Gramercy’s transformation from a hedge fund to an EM investment manager with $7 billion in AUM. Watch here.
Robert Koenigsberger on The Right People
What are the traits that make people successful at a place like Gramercy? In this video, our Founder and CIO Robert Koenigsberger reflects on what he looks for in a team, what he’s most proud of, and offers some advice for young professionals. Watch here.
On February 14th, CIO and Managing Partner, Robert Koenigsberger, was published in Pensions & Investments. Read his thoughts about how to pursue a better approach to emerging markets debt here.
Gramercy’s CIO and Managing Partner, Robert Koenigsberger, spoke with Bloomberg News’ James Crombie and Bloomberg Intelligence’s Tolu Alamutu, in the latest Credit Edge podcast. Listen as they discuss Robert’s outlook for significant growth in private credit to developing nations as well as emerging markets private debt returns, default risks, real estate investment strategies, U.S. tariffs and trade policy, and recent deals in Mexico and Türkiye. Listen to the full conversation here.
Gramercy was pleased to announce the close of Gramercy Capital Solutions Fund III. Upon final closing, the Fund has a combined capital raise of $760 million including LP commitments and co-investments. Read more here.
Gramercy was pleased to announce on February 19th that we have deployed $500 million through our Capital Solutions Strategy in Türkiye. Read more here.
Copyright © 2025 Gramercy.
All Rights Reserved
Gramercy