Leda Alvim

1 week ago | bloomberg.com | Leda Alvim |Barbara Nascimento |Felipe Saturnino

O mercado de ações sofreu um esvaziamento nos últimos anos, com juros elevados e saídas de capital. Mas, conforme a bolsa se recupera, gestores se preparam para aproveitar a retomada. Algumas das maiores gestoras de ativos do país, como a BTG Pactual Asset Management e a Vinland Capital, reforçaram as equipes de renda variável nos últimos meses, ao mesmo tempo em que o Ibovespa renovou seu recorde histórico.

2 weeks ago | bloomberg.com | Kelsey Butler |Leda Alvim

The rising Kospi and Kosdaq indices at the Korea Exchange in Seoul, on June 4. (Bloomberg) -- Developing-market currencies extended gains Wednesday following the release of US data that stoked concerns over the state of the economy and heightened speculation that rate cuts are forthcoming. The MSCI’s currency index jumped after data showed activity at US service providers slipped into contraction territory last month for the first time in nearly a year, ending the day up 0.1%.

2 weeks ago | bloomberg.com | Kelsey Butler |Leda Alvim

(Bloomberg) -- A wide swath of emerging-market currencies fell Tuesday, weighed down by a bounce in the dollar. MSCI’s gauge of EM currencies was down 0.1% Tuesday, led by the zloty. The 1.2% drop came as Polish Prime Minister Donald Tusk said he’ll seek a vote of confidence to shore up support for his coalition government after the defeat of a political ally in Sunday’s presidential election.

3 weeks ago | bloomberg.com | Leda Alvim |Felipe Saturnino |Cristiane Lucchesi

Arminio Fraga(Bloomberg) -- Gavea Investimentos Ltda., the hedge fund created by former Brazil central bank chief Arminio Fraga, adjusted its equity team and investment focus in response to rising market volatility. Instead of choosing stocks based mostly on an analysis of individual companies, a so-called bottom-up approach, the alternative-investment firm is now prioritizing a more macroeconomic and international focus, according to people familiar with the matter.

3 weeks ago | bloomberg.com | Leda Alvim

O otimismo em torno das ações brasileiras tem ganhado força e impulsionou recursos ao iShares MSCI Brasil ETF — um ETF de ações brasileiras — com o fim do ciclo do aperto monetário à vista e valuations atrativos a investidores que buscam alocar recursos fora dos Estados Unidos. O EWZ, como o ETF é conhecido, recebeu mais de US$ 464 milhões até agora em maio e caminha para a maior entrada mensal desde setembro de 2021.