- CIO research recently reviewed its strategic asset allocation for clients exposed predominantly to Brazilian assets with an investment horizon of seven years. Over this period, CIO research foresees potential economic growth of 2% and neutral real interest rates of 6%.
- In 2026, CIO research sees the markets focusing on lower policy rates in the US and Brazil in the first half, and general elections in the second half of the year.
- In its refreshed SAA, CIO research again increased exposure to global assets and reduced real estate funds.
