BACK TO RETAIL SITE VERSAO EM PORTUGUES WHO WE ARE INVESTOR HUB

Investor Research

English publications for cross-border allocators

Institutional analysis focused on Brazil-specific judicial-credit investing, written for international portfolio and risk teams.

April 14, 2026

Brazilian Judicial-Credit Due Diligence (2026): What Institutional Buyers Check Before They Buy

How U.S. fund managers diligence Brazilian judicial credits: thesis risk, finality, post-judgment enforcement, requisition, and seller-level interference risk.

Read full article

April 10, 2026

Federal Precatorios in Brazil (2026): How Claims Against the Federal Government Work, Why They Price Better, and What Global Investors Need to Know

A guide for U.S. fund managers and emerging-markets investors to Brazilian federal precatorios against the federal government: payment mechanics, receivables-fund eligibility, tax-debt offs...

Read full article

March 19, 2026

Sao Paulo State Precatorios in 2026: EC 136/2025, Settlement Funding, and the Direct-Settlement Thesis

For U.S. allocators, Sao Paulo still looks like an execution-and-duration thesis. Review settlement funding, RCL capacity, settlement history, and the real source of risk.

Read full article

March 09, 2026

Brazilian Precatorio Post-Acquisition Lifecycle: Assignment Registration, Payment Queue, and Cash Realization

An institutional guide for foreign investors on what happens after acquiring a Brazilian precatorio, from assignment notice and court recognition to tribunal funding and final release of ca...

Read full article

March 01, 2026

What Is a Brazilian Precatorio? Article 100 Guide for International Investors

A high-clarity primer for foreign investors: legal definition, constitutional basis under Article 100, assignment mechanics, and why discounts create secondary-market opportunities.

Read full article

February 28, 2026

Why Now May Be a Compelling Entry Window for Brazilian Precatorios: EC 136 Stress Pricing, STF Precedent, and ADI Asymmetry

After EC 136/2025, many assets were repriced to a worst-case legal scenario. STF precedent across ADIs 4357/4425 and 7047/7064 supports potential upside if future ADI outcomes partially nor...

Read full article

February 28, 2026

Brazilian Precatorios Explained (2026): General vs Special Regimes, Chronology, and Discount Dynamics

A structural guide for foreign investors on claim origins, payment regimes, chronology after EC 136/2025, and why duration drives discount pricing.

Read full article

February 27, 2026

Assignment of Social-Security Judicial Credits in Brazilian Precatorios: Legal Controversy, Jurisdiction Risk, and Institutional Allocation Rules

The legal conflict between Article 114 of Law 8,213/91 and Article 100, Sections 13 and 14 of the Constitution must be underwritten by jurisdiction. Lummen monitors courts daily and applies...

Read full article

February 27, 2026

Brazilian Precatorios for Global Investors: Legal Structure, Risk Map, and Return Drivers

An institutional primer on how Brazilian precatorios are formed, priced, and executed, with a risk framework designed for foreign allocators.

Read full article

February 26, 2026

EC 136/2025, ADI 7873, and the Repricing of Brazilian Precatorios: Where the Asymmetry Sits for Institutional Investors

EC 136/2025 changed timing, payment capacity, and carry assumptions for Brazilian precatorios. ADI 7873 introduces legal optionality that may reprice stressed assets and create convex upsid...

Read full article

February 26, 2026

Duration Risk in Brazilian Precatorios: How to Underwrite Time to Cash

A practical framework to model payment horizon risk in Brazilian judicial credits and translate procedural uncertainty into disciplined pricing.

Read full article

February 25, 2026

Court-Level Enforceability in Brazilian Precatorios: Jurisdiction Mapping for Investors

How tribunal-specific behavior changes execution certainty, legal admissibility, and risk-adjusted returns in Brazilian judicial-credit portfolios.

Read full article

February 24, 2026

Assignment of Judicial Credits in Brazil: Legal Validity, Notice, and Execution

Institutional view of assignment mechanics in Brazilian precatorios, including constitutional notice rules and operational execution checkpoints.

Read full article

February 22, 2026

Fund Structuring and Governance for Brazilian Precatorio Strategies

How institutional vehicles can structure governance, controls, and reporting for Brazilian judicial-credit strategies focused on return quality.

Read full article

February 21, 2026

Currency, Tax, and Repatriation Considerations for Foreign Investors in Brazilian Precatorios

Institutional checklist for FX exposure, tax framing, and repatriation planning when allocating to Brazilian judicial-credit strategies.

Read full article