The Brazilian economy faces a presidential election in 2022, in addition to the challenges that COVID-19 have posed to economic growth, inflation, and trade. Although the campaign is ten months away, the jostling for position and the gyrations of voter intent represent a Gordian Knot for investors. The process is only beginning to unfold, with just a few official candidates and many pre-candidates. The market has reacted to the uncertainty, discounting many Brazilian assets to distressed levels and creating investment opportunities in an election year. 

The Chamber brought together a panel of esteemed political analysts, economists, and market strategists to analyze possible political and economic outcomes and the implications for the Brazilian economy and markets.

Please watch the highlight video.

Moderator:
Paulo Vieira da Cunha, Principal, Verbank Consulting LLC

Panelists:
Thiago de Aragão, Partner, ARKO Advice
Drausio Giacomelli, Head of EM Research, Deutsche Bank Securities
Pedro Jobim, Partner & Co-Founder, Legacy Capital
Tina Vandersteel, Head of Emerging Country Debt Team and Portfolio Manager, GMO

Please click here to download the speaker bios.

Registration information:
Format: Webinar
Members: $25
Non-Members: $75