With the Selic at 13.25% per year, the perception of a large part of the market is that this high cycle should end soon, attracting investments in long-term government bonds linked to inflation.
Specialists are starting to turn to bonds such as the IPCA+ Treasury with distant maturities, which are usually more sensitive to risk and can offer a chance of capital gain.
Thus, the question arises whether, with the Selic in double digits, it is still worth investing in shares.
To analyze this issue, on the one hand, Luís Eduardo Bomentre, a partner at Encore Asset Management. On the other, Camilla Dolle, head of fixed income at XP.
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Source: CNN Brasil
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