2026 Outlook Event
Markets in Focus
Continuing with the first theme of our 2026 event series, we welcomed Felipe Tamega, Partner and Head of Research at Absolute Investimentos, to our São Paulo office this morning for a discussion focused on market outlook and the macroeconomic environment. The conversation was led by Henrique Santos, Partner and Head Portfolio Manager at Turim.
On the international front, the discussion addressed recent geopolitical developments, with particular emphasis on uncertainties surrounding the Middle East and their potential impacts on energy, inflation, and global risk perception.
Felipe also shared reflections on the role of major central banks in this context, as well as ongoing transformations in the U.S. economy, including the advancement of artificial intelligence and its effects on growth dynamics.
In Brazil, the conversation included considerations on the fiscal and political landscape, in an environment still marked by uncertainty and the approaching electoral cycle.
We thank Felipe for his participation and for the insights shared.
We remain committed to fostering high-quality discussions that support a strategic, long-term perspective on markets.
