Growth to value rotation scenario in the US market
Fernando Donnay, our Partner and Head of Fund of Funds, contributed to the Brazil Journal article on the current growth to value rotation scenario in the US market.
The small cap repricing indicates a reduction in exposure for big techs.
Click here to read the full article.
See also
-
Valor Econômico
Brazilian groups resume asset sales in Argentina.
Daniel Lombardi
Read Article: Brazilian groups resume asset sales in Argentina.
-
Valor Econômico
Infrastructure brings together attributes that make it an increasingly strategic asset class for long-term investors.
Mario Nevares
-
Bora Investir
Outlook on the expected cut in the US interest rate
Mario Nevares
Read Article: Outlook on the expected cut in the US interest rate