T8 #27 | Investindo no agro: onde estamos e o que esperar daqui pra frente

from Itaú Views · host Itaú BBA

O agronegócio inicia uma nova safra em um ambiente mais desafiador. Preços das commodities pressionados, juros elevados, conflitos geopolíticos e riscos climáticos aumentam as incertezas para produtores e empresas do setor.Neste episódio, Marcelle Gutierrez conversa com Gustavo Troyano, analista do Research do Itaú BBA, e Guilherme Bellotti, superintendente de crédito agro do Itaú BBA, sobre o momento atual do ciclo agro, os impactos do cenário global, os riscos para a próxima safra e as perspectivas de longo prazo para um dos setores mais importantes da economia brasileira.Os especialistas também comentam suas principais teses de investimento no setor, com destaque para 3tentos (TTEN3) e JBS, e explicam quais fatores os investidores devem acompanhar nos próximos meses. Moderação: Marcelle Gutierrez, Research do Itaú BBA. Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Telegram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠

Episode metadata supplied by the publisher feed · Published Jul 20, 2026

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T8 #27 | Investindo no agro: onde estamos e o que esperar daqui pra frente

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