{"id":6813,"date":"2025-08-12T16:23:03","date_gmt":"2025-08-12T19:23:03","guid":{"rendered":"https:\/\/g5partners.com\/?post_type=imprensas&#038;p=6813"},"modified":"2025-08-12T16:23:03","modified_gmt":"2025-08-12T19:23:03","slug":"end-of-interest-rate-hikes-may-encourage-greater-allocation-to-risk-assets","status":"publish","type":"imprensas","link":"https:\/\/g5partners.com\/en\/imprensas\/end-of-interest-rate-hikes-may-encourage-greater-allocation-to-risk-assets\/","title":{"rendered":"End of interest rate hikes may encourage greater allocation to risk assets."},"content":{"rendered":"<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-2541\" src=\"https:\/\/g5partners.com\/wp-content\/uploads\/2024\/05\/G5-Partners-Imprensa-Fernando-Donnay-Valor-Economico.jpg\" alt=\"\" width=\"1175\" height=\"500\" srcset=\"https:\/\/g5partners.com\/wp-content\/uploads\/2024\/05\/G5-Partners-Imprensa-Fernando-Donnay-Valor-Economico.jpg 1175w, https:\/\/g5partners.com\/wp-content\/uploads\/2024\/05\/G5-Partners-Imprensa-Fernando-Donnay-Valor-Economico-300x128.jpg 300w, https:\/\/g5partners.com\/wp-content\/uploads\/2024\/05\/G5-Partners-Imprensa-Fernando-Donnay-Valor-Economico-1024x436.jpg 1024w, https:\/\/g5partners.com\/wp-content\/uploads\/2024\/05\/G5-Partners-Imprensa-Fernando-Donnay-Valor-Economico-768x327.jpg 768w\" sizes=\"(max-width: 1175px) 100vw, 1175px\" \/><\/p>\n<p>Our Partner and Portfolio Manager, Fernando Donnay, shared with Valor Econ\u00f4mico his outlook for the coming months and for 2026.<\/p>\n<p>He notes that inflation is beginning to show signs of convergence, which could pave the way for a Selic rate cut early next year. Despite short-term uncertainty stemming from the impact of recent tariff hikes, he reinforces that investors should not shy away from seeking opportunities.<\/p>\n<p>Donnay sees positive prospects for local assets, with a selective approach to Brazilian equities and a focus on real interest rate\u2013linked strategies, which serve both as protection and as a way to capture potential asymmetries in the electoral scenario. Abroad, he remains confident in U.S. equities, supported by strong fundamentals and the transformative potential of artificial intelligence.<\/p>\n<p>Read the full article <a href=\"https:\/\/valor.globo.com\/financas\/noticia\/2025\/08\/01\/fim-de-alta-de-juros-pode-motivar-mais-alocacao-em-ativo-de-risco.ghtml#\" target=\"_blank\" rel=\"noopener\">here.<\/a><\/p>\n","protected":false},"featured_media":0,"template":"","class_list":["post-6813","imprensas","type-imprensas","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/g5partners.com\/en\/wp-json\/wp\/v2\/imprensas\/6813","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/g5partners.com\/en\/wp-json\/wp\/v2\/imprensas"}],"about":[{"href":"https:\/\/g5partners.com\/en\/wp-json\/wp\/v2\/types\/imprensas"}],"version-history":[{"count":2,"href":"https:\/\/g5partners.com\/en\/wp-json\/wp\/v2\/imprensas\/6813\/revisions"}],"predecessor-version":[{"id":6815,"href":"https:\/\/g5partners.com\/en\/wp-json\/wp\/v2\/imprensas\/6813\/revisions\/6815"}],"wp:attachment":[{"href":"https:\/\/g5partners.com\/en\/wp-json\/wp\/v2\/media?parent=6813"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}