4T #8 - O que esperar da renda variável com Rodrigo Koch, gestor Optimus Long Bias

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Recorded27 Feb 2024

Publisheranchor.fm ↗

Handlerec:8678937

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Como o adiamento do início do ciclo de corte de juros americano afetou o mercado de renda variável? Qual o rumo da bolsa americana e brasileira? Nesse episódio, convidamos Rodrigo Koch, gestor da estratégia Optimus Long Bias, para responder essas e outras perguntas, compartilhando a visão da equipe de gestão sobre o mercado local e americano, a exposição de risco e posicionamento do fundo, além dos setores preferidos. Saiba mais sobre o Optimus Long Bias aqui: https://www.itauassetmanagement.com.br/fundos/multimercado/optimus-long-bias/

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