
The 'Onde Investir 2025' conference is underway, featuring discussions on investment strategies for the upcoming year. Key topics include the performance of the stock market, fixed income investments, and the implications of Donald Trump's presidency on investment opportunities. Marilia Fontes, co-founder of Nord Investimentos, noted that fixed income investments are expected to yield returns of 1% per month. Thiago Reis, president of the Suno Group, expressed caution regarding the U.S. stock market, citing its current high valuation and a strong dollar. Paulo Leme, chairman of the Global Allocation Committee at XP, highlighted the positive economic outlook for the U.S., projecting real growth between 2.5% and 3.5% for the previous year. Other speakers, including Martha Matsumura from XP, discussed potential opportunities in day trading, particularly in commodities and Bitcoin futures, as a result of the new administration.















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