T7 #21 | Entendendo a melhora de humor dos mercados

from Itaú Views · host Itaú BBA

Neste episódio, recebemos Rodrigo Koch, gestor dos Fundos Optimus na Itaú Asset, para uma conversa sobre a recente melhora de humor dos mercados, e como o Brasil está posicionado nesse cenário.Falamos sobre as perspectivas à frente com o arrefecimento da confusão tarifária entre EUA e China, a posição do Brasil frente a outros emergentes, ideias de alocação e muito mais.Moderação: Marcelo Serrano, analista de Research para Pessoa Física do Itaú BBA.Instagram:https://www.instagram.com/itauviews/Telegram: https://t.me/itauviewsYoutube: https://www.youtube.com/itauviews

Episode metadata supplied by the publisher feed · Published May 26, 2025

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T7 #21 | Entendendo a melhora de humor dos mercados

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