Written by Jessica Bahia Melo
Investing.com – When asked during the Expert XP panel whether it should hit 10% or $6 first, Louis Stolberger, Director of Fundo Verde, CEO and CIO at Verde AM, said neither scenario should happen. Anytime soon, he thinks “the dollar is not likely to go to $6 now”.
“Not likely now, but not for economic reasons, right? I think something like this could happen if there was really a strong escalation of political tension,” Stolberger believes.
According to the director of Fundo Verde, one of the largest and oldest hedge funds in Brazil, Sale The market is overrated. He contemplates “what accompanies this is an exacerbation of tension between the forces.” Still, for Stuhlberger, today’s interest rate is very attractive. Today, interest rates in Brazil are absolutely good and negative. If the long-term interest converges to 3.5% to 4%, then only in equity assets or REITs, it gives a profit of 15%, equal to the interest as it was before pandemic‘, complete.
Luiz Barreras, director of multi-market strategy and social security at Verde AM, who was also in the discussion, said the market was cheaper, but still not enough to increase positions significantly. “It is cheaper to increase some things on the sidelines, I would say yes,” he comments.
Assets in the portfolio now, according to managers
Stuhlberger stated that he always manages an asset mix consisting of 30% of Brazilian stocks and that as interest rates rise, they have made an increase in B-24 () and B-28 (). “I am waiting for it to be extended again, because I believe that in a time of political tension, the award will not be enough,” highlights the director. Barreras said he likes these assets too, but one of his favorites is the Vale Shared Bonds (SA:).
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