Neste episódio, discutimos se existe investimento estrutural na bolsa brasileira com base nas discussões do nosso evento Itaú BBA Strategy Day.
Daniel Gewehr, estrategista-chefe do Itaú BBA, e Bruno Savaris, portfolio manager da Itaú Asset, trazem suas visões sobre setores com maior potencial, o papel do fluxo estrangeiro, cenários macro e micro e como pensar a bolsa em diferentes horizontes de tempo.
Moderação: Ana Luísa Westphalen, Head Research PF no Itaú BBA.
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