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
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Valor Econômico
Petrobras (PETR3; PETR4) and banks accounted for 70% of the rise of the Ibovespa in 2023; what to expect for 2024?
Fernando Donnay
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Leaders League
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Valor Econômico
Public debt level for the General Government
Luis Otavio Leal