Where the Money Moves: Global Flows & Brazil Perspectives

Coquetel exclusivo e gratuito promovido pela ISI em São Paulo

09 DE ABRIL | 18H | BALEIA ROOFTOP, SÃO PAULO

Uma sessão concisa, orientada por dados e com insights relevantes para quem acompanha fluxos globais, indicadores macro e setoriais na região.

9 de Abril
Baleia Rooftop, São Paulo 
Evento presencial


Vagas limitadas. Inscreva-se agora: Where the Money Moves: Global Flows, China Signals&Brazil Perspectives

O que você pode esperar:

•    Global fund positioning and flow dynamics shaping Latin American and Brazilian markets
•    China–Latin America transmission channels, including demand signals, trade flows, and cross market spillovers
•    Export driven sensitivity across sectors and the impact of shifting external demand patterns
•    Macroeconomic linkages, policy dynamics, and global to local transmission mechanisms influencing risk pricing
•    Application of alternative datasets for resilience forecasting, stress point identification, and signal validation
•    Interplay between domestic and international demand, local BR equity fund positioning, and global capital inflows
•    Commodities flow behavior and its implications for sector differentiation, profitability, and risk concentration
•    Sector level intelligence to uncover early indicators of resilience, vulnerability, and intra market rotation

Guest speaker: Steven Muzzlewhite

With more than 30years of experience in the Asset Management industry, Steven has held senior roles at several leading global institutions, including Barclays, Mercury Asset Management, Merrill Lynch, Commerzbank, and State Street Global Advisors.

Today, he is part of ISI Markets, with a focus on EPFR, where he leverages his extensive market expertise to help buyside, sell-side, Central Banks and Government Institutions better understand global fund flows and how the Asset Management community are positioning their portfolios at a country, sector, industry and single security level.