January 2025

Growth to value rotation scenario in the US market

Fernando Donnay

Brazil Journal

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.

 

Assista também
E-Investidor

An assessment on the rise of the Selic rate for fixed income funds

  • Fernando Donnay
Ver Matéria
Valor Econômico

Multimercado fails to beat CDI and loses funds.

  • Renan Rego
Ver Matéria
Jornal da Globo

Inflation accelerated slightly in November, but is below what economists expected.

  • Luis Otavio Leal
Ver Matéria