Mario Nevares participated in the international markets panel at “Where to invest in 2026”, hosted by Seu Dinheiro.
During the discussion, he shared a constructive outlook for both equities and fixed income, highlighting opportunities in the U.S. and emerging markets, as well as the importance of the U.S. dollar in internationally diversified portfolios with a long-term horizon.
Addressing the debate around a potential “AI bubble,” Nevares noted that the current investment cycle is far from bubble territory. He emphasized that leading companies in the sector are largely funding AI investments through operating cash flow rather than excessive leverage and pointed out that discussions around the long-term returns on capex are likely to intensify in the coming years.
Watch the full panel: https://lnkd.in/dhc_XYBs
Read the related article on Money Times: https://lnkd.in/dErhysNd