Economic and Market Outlook for 2025

Last week, we hosted two exclusive gatherings with clients and guests at Turim’s offices in Rio de Janeiro (March 12) and São Paulo (March 13), with the objective of sharing insights on the economic landscape and market outlook for 2025.

In Rio de Janeiro, we had the honor of welcoming Beny Parnes, Partner and Chief Economist at SPX Capital, who presented an in-depth analysis of the macroeconomic outlook in Brazil, the United States, and China. The conversation was moderated by João Felipe Bandeira de Mello, CFA, Portfolio Manager at Turim.

In São Paulo, we were joined by Carlos Viana, Partner and Head of Research at Kapitalo Investimentos, who shared his strategic perspectives on the direction of the economy, monetary policy challenges, the electoral landscape, and the trajectory of interest rates in Brazil. The discussion was moderated by Henrique Santos, CFA, Partner and Portfolio Manager at Turim.

These events reflect our ongoing commitment to fostering meaningful discussions, deepening market analysis, and keeping our clients well-informed about the key topics that influence long-term wealth management.

We look forward to seeing you at our next event!