More important than predicting the market is being prepared for it.
Will inflation finally ease?
The economic landscape is constantly evolving, and understanding its impacts is essential for making more informed decisions.
Our Partner and Chief Economist, Luis Otavio Leal, joined the Touros e Ursos podcast by Seu Dinheiro to share his insights on the key issues shaping the macroeconomic environment, their implications for investors, and what to watch in the months ahead.
We thank journalists Julia Wiltgen and Karin Salomão for the invitation and for the engaging conversation.
Watch the full episode here.
See also
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Bora Investir
With rising interest rates, fixed income investments gain appeal but call for caution.
Felipe Higashino e Fernando Donnay
Read Article: With rising interest rates, fixed income investments gain appeal but call for caution.
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Brazil Journal
Growth to value rotation scenario in the US market
Fernando Donnay
Read Article: Growth to value rotation scenario in the US market
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Valor Econômico
Discipline in asset allocation makes a difference, especially when markets put convictions to the test.
Fernando Donnay