Retorno ao multimercado: uma janela de oportunidades, segundo Bruno Serra

[{"selector":"#anim-73021ae0-2f9a-4ca8-9bc9-0d15762a67f2","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-ebe454a8-c032-4be8-b65f-25ae9bd11b3b","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Bruno Serra, ex-diretor do BC e gestor do Itaú, aponta para oportunidades no mercado multimercado, com a queda de juros no exterior e alta da Selic no Brasil.

Bruno Serra, ex-diretor do BC e atual gestor do Itaú, sugere que é hora de voltar para o multimercado.

[{"selector":"#anim-9667a7b4-13a7-4a44-b1e8-6b1d9442da82","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-9c0440d6-b2ce-4507-9c5c-a7b5c51a890b [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(-8.58827990079029%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-a8c0c7bc-f7d7-470c-81b7-b91240d6ca62","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Leia a matéria completa

A queda de juros nos EUA e na Europa, e a alta da Selic no Brasil, criam um ambiente favorável para investimentos em multimercados.

[{"selector":"#anim-ac60a20d-cd39-4f59-8cd7-ddd88d6a350a [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(-8.58827990079029%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-0eb3cf8a-da84-4038-9fe9-11870ed02b86","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-469c1f29-1ddc-4893-802b-18a00a5bb21c","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Leia a matéria completa

Bruno Serra conversou com o podcast PodInvestir, onde compartilhou suas perspectivas para o mercado.

[{"selector":"#anim-d09aa3a1-7c93-4115-93d3-c6ac864460e8 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(-0.6055989439762968%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-1e13a60a-6a01-46d4-b8da-6ec9cd6c231f","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-97bbf0ec-a91a-4936-8d60-4f019fb71fc7","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Leia a matéria completa

O Janeiro, fundo gerido por Serra, apresentou rentabilidade de 140% do CDI em um ano, destacando-se no mercado.

[{"selector":"#anim-e0c74e44-1ac8-40d5-a370-67e0d097a1fd [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(-0.42391925901953087%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-b12ac570-1ce9-4c29-bd68-c80af7da4fd7","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e7d6af4f-aeac-4cb0-87bb-20f0108a2c50","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Leia a matéria completa

Bruno Serra prevê um cenário ainda melhor para o multimercado em 2025, com a baixa correlação favorecendo a performance.

[{"selector":"#anim-e7fe52cd-cf49-4448-9d6c-76ce03aed4fe [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(-0.38758332220960057%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-f3d34300-7673-463f-8183-972220ed9d75","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-f9b8b808-2176-43fc-afb3-ddda1bd1bafb","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Leia a matéria completa

Bruno Serra prevê um cenário ainda melhor para o multimercado em 2025, com a baixa correlação favorecendo a performance.

[{"selector":"#anim-1f48ba9e-c564-4a48-a1dc-b2d526a79941 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(6.041445433628233%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-971d9534-b0a0-4408-9415-9a000952c62b","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-15fa0827-6117-4d6d-bcc8-1c3cb20a76d0","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Leia a matéria completa

O Federal Reserve ditou os rumos do mercado, gerando alta correlação. Serra acredita que isso está mudando.

[{"selector":"#anim-82d90a57-a01a-4f48-bb60-1322bef23130 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(-4.179798925583544%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-ddc0b239-12bb-46ce-9edc-9d27ae243c6d","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-dc4fd5af-d7b8-4bd0-8da1-52944757850e","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Leia a matéria completa

Com a mudança do cenário global, Serra enxerga o desenvolvimento de novas estratégias, favorecendo o multimercado.

[{"selector":"#anim-6662eb15-0d98-4688-9750-6d170435de32 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(6.745683898535738%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-49b024c4-c255-4683-a1e4-b20dc0c85e79","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-771f8e9a-afb0-4cea-834c-0ff6cc04422d","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Leia a matéria completa

Arraste e inscreva-se