Our partner and CIO Renan Rego, along with Felipe Higashino, also a partner and fixed income manager, participated in a conversation with Artur Carneiro on the Conexões Podcast.
In the episode, they discussed macroeconomic challenges and opportunities in alternative assets, exploring how asset classes such as private equity, venture capital, and infrastructure have been gaining space in investor portfolios and can offer consistent returns even in an environment of high interest rates and tighter credit.
Understanding where to allocate capital safely and with a long-term perspective is essential, and with this mindset, the conversation delivered a strategic and realistic view of the decisions shaping the future of investments in Brazil.
Watch here