Ibovespa at Record Levels: Donnay’s Perspective

Fernando Donnay discussed with Valor Econômico a historic milestone for the Ibovespa, which surpassed 175,000 points for the first time, driven by strong foreign capital inflows into the Brazilian market.

He emphasized that, despite a volatile environment, disciplined asset allocation and a long-term perspective remain central to investment decisions, balancing protection, and opportunity as global investors continue to diversify capital toward emerging markets.

An essential read to understand how experience-driven fundamentals and strategy make a difference in the current market cycle.

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