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T7 #38 | Existe investimento estrutural na bolsa brasileira? episode artwork

EPISODE · Sep 15, 2025 · 36 MIN

T7 #38 | Existe investimento estrutural na bolsa brasileira?

from Itaú Views · host Itaú BBA

Neste episódio, discutimos se existe investimento estrutural na bolsa brasileira com base nas discussões do nosso evento Itaú BBA Strategy Day.Daniel Gewehr, estrategista-chefe do Itaú BBA, e Bruno Savaris, portfolio manager da Itaú Asset, trazem suas visões sobre setores com maior potencial, o papel do fluxo estrangeiro, cenários macro e micro e como pensar a bolsa em diferentes horizontes de tempo.Moderação: Ana Luísa Westphalen, Head Research PF no 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 Sep 15, 2025

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T7 #38 | Existe investimento estrutural na bolsa brasileira?

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