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.

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.

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