For now, we prefer active management, choosing the managers we believe will be able to navigate the best opportunities.
With Brazil’s presidential runoff and uncertainty in the global landscape on the radar, asset allocators are reviewing their positions.
In a report by Giuliana Napolitano for Brazil Journal, Renan Rego, partner and CIO at G5 Partners, shares the firm’s view on investment allocation at this moment. He highlights a preference for active management in Brazilian equities, selecting managers capable of keeping up with changes in the scenario and identifying the best opportunities.
Read the full article here.
See also
-
NeoFeed
More than a quarter of companies do not generate enough results to pay debt.
Daniel Lombardi e Phillip Macedo
Read Article: More than a quarter of companies do not generate enough results to pay debt.
-
Valor Econômico
Corporate fundraising in the current investment scenario
Daniel Lombardi e Luis Otavio Leal
Read Article: Corporate fundraising in the current investment scenario
-
NeoFeed
Analysis of the recent performance recovery of multimarket funds.
Fernando Donnay
Read Article: Analysis of the recent performance recovery of multimarket funds.