All Brazil articles
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White papersESG viewpoint: deforestation in Brazil
The return of President Lula is a boost to efforts to halt deforestation in Brazil, but he faces significant impediments in his efforts to move the needle. We travelled to Brazil to deepen our understanding and encourage reform. During the trip we met with policymakers, soy traders and meatpackers as part of our wider engagement on this topic.
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White papersSustainability watch: nuclear fusion, carbon markets, and biomass bottles
Our selection of sustainability news from August includes news of Brazil’s green transition plan, record high sea surface temperatures, and how to turn CO2 into yarn.
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Asset Manager NewsGTIS Partners Completes Sale of Infinity Tower, the Largest Single Asset Property Sale in Brazil
GTIS Partners, a global real estate investment firm that manages over $4.3 billion in gross assets with a focus on residential and industrial investments, today announced the sale of 62% of the Triple-A Corporate Building, Infinity Tower. The property, valued at $277 million, is the largest single asset property sale in Brazil’s history.
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White papersBrazil: Lula 3.0 – Good news for climate and biodiversity?
Encompassing seven million square kilometres, the Amazon rainforest is the world’s largest forest formation, occupying around half of Brazil’s territory. According to the United Nations Environment Programme (UNEP), Brazil is the world’s most biodiverse country.
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White papersThe Market Effect of Acute Biodiversity Risk: the Case of Brazilian Corporate Bonds
Biodiversity is part of the Earth’s natural capital and considered the cornerstone of a well-functioning planet. The many benefits to humans provided by natural capital are often integral to the provision of clean drinking water, waste decomposition and food productivity as well as being critical for human health ...
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White papersBrasília riots add to investor caution over Brazil
Financial markets have been relatively unmoved by storming of capital by supporters of outgoing president but the deep divisions the attacks highlighted remain a concern.
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White papersWill Brazil’s outperformance continue under Lula?
Latin America’s largest economy has been an emerging market ‘safe haven’ this year on the back of elevated commodity prices and the central bank’s move to hike fast and early.
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White papersLula is back and already scoring goals
Lula netted a goal in Egypt at COP27 in the fight against climate change. However, it was an own-goal on the spending front that unsettled the markets and threw doubt on expectations of a prudently populist policy direction. We still believe Lula’s policies will be of a centre-left nature, with the help of the markets, though risks have risen.
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White papersRelaxed financial markets look at Lula’s comeback
The first electoral round was won by former President Lula. However, the incumbent, Bolsonaro, performed better than expected. Their economic agendas differ on a number of issues, while risks are more asymmetric under each candidate. Either could benefit from a robust macroeconomic scenario.
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White papersInvestors turn to residential opportunities in emerging markets
Emerging markets have been less of a focus for US and European residential investors of late, but there are pockets of opportunities in Brazil and China sparking interest again, writes Stephanie Baxter
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White papersIs Brazil Compellingly Out of Sync?
The Russia-Ukraine war has led to a surge in commodity prices, which means Brazil, a key commodity exporter, stands to benefit. Here, Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds, explores the outlook for Brazilian equities in light of recent events.
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Asset Manager NewsGTIS Brazil Funds Once Again Rank as Most Sustainable Private Equity Real Estate Funds in South America
GTIS Brazil Real Estate Fund Ranked Number 1 in South America for Seventh Consecutive Year
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Asset Manager NewsGTIS Partners Announces $248 Million Transaction in Real Estate Logistics Assets in São Paulo Brazil
GTIS Partners LP, (“GTIS”), a real estate private equity firm headquartered in New York City, with offices in São Paulo, Los Angeles, San Francisco, Atlanta, Paris and Munich, today announced the completion of the acquisition of $248 million (R$1.37 billion) in real estate assets by its GTIS Brazil Logistics Real Estate Investment Fund.
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Asset Manager NewsConsortium led by Ecorodovias and GLP wins Brazil highway concession
BR-153 Highway will be managed by consortium that will invest BRL 7.8 billion in infrastructure improvement works over the next 35 years
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White papersBrazil And South Africa: Two Continental Giants With Feet Of Clay
Following heavy public spending during the pandemic, Brazil’s and South Africa’s government debt has surged over the past year, exacerbating the already sizable fiscal problems both countries were facing before the onset of COVID-19.
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White papersWhat Markets are Missing Beneath Brazil’s Messy Headlines
While a lot of things have gone wrong for Brazil, it is fair to say that the gap between market prices and economic fundamentals has gone too far.
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White papersTrends Reinforced: Investor Migration Fuels Brazil’s Momentum
This issue of Trends Reinforced explores how Brazil could be gearing up for a year of recovery, with the help of domestic drivers.
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Asset Manager NewsGTIS Partners’ Palácio Tangará Named Best Hotel in Brazil on Condé Nast Traveler 2021 Gold List
GTIS Partners LP (“GTIS”), a real estate private equity firm headquartered in New York City, with offices in São Paulo, Los Angeles, San Francisco, Atlanta, Paris and Munich, today announced that the Palácio Tangará, a hotel it developed in São Paulo, Brazil through institutional private equity funds has been recognized as 2021’s Best Hotel in Brazil on Condé Nast Traveler’s annual Gold List.
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White papersLocal Investors Discover Brazilian Stocks
Why local investors have been supporting Brazil’s market in recent days.
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Asset Manager News2020-Q1 Brazil Market Commentary
The stars were seemingly aligned for Brazil’s economy entering 2020, but the outbreak of COVID-19 changed that in a matter of weeks. While the full impact has yet to be realized as Brazil’s outbreak began later than other countries and is currently still expanding, it is already clear that Latin America’s largest economy will see a sharp slowdown in growth during 2020 and unprecedent levels of unemployment.
