2026 Outlook Event

Yesterday, at our Rio de Janeiro office, we welcomed Bruno Cordeiro, Partner at Kapitalo Investimentos, for a discussion on the outlook for markets and the macroeconomic environment in the coming years. The conversation was led by João Felipe Bandeira de Mello, Portfolio Manager at Turim.

On the international front, the discussion addressed developments in the current geopolitical landscape, including tensions in the Middle East and their potential implications for the global energy market and the international economy.

Bruno also explored the recent dynamics of capital rotation in the global landscape and the relative positioning of emerging markets, reflecting on international investment flows and the role of different economies in absorbing these resources.

From an investment perspective, the conversation covered topics such as monetary policy and the fixed income market in Brazil, with particular emphasis on inflation-linked government bonds, as well as global trends in sectors such as technology.

We thank Bruno for his participation and for the insights shared. We remain committed to fostering thoughtful discussions that contribute to a strategic, long-term perspective on global markets.