Brazil – a conundrum for investors

investment viewpoints

Brazil – a conundrum for investors

Leslie Sita - Client Portfolio Manager

Leslie Sita

Client Portfolio Manager
Jamie Salt - Analyst

Jamie Salt

Analyst
Philipp Burckhardt - Credit Analyst and Portfolio Manager

Philipp Burckhardt

Credit Analyst and Portfolio Manager

Brazil is no stranger to corruption claims and political instability. But to ignore this market is to ignore a potential source of valuable yield.

Prudence is key for investors in Brazil’s debt markets, in our view.

A quality-focused approach can help investors recognise both the positives – a growing economy and attractive yield potential – while taking into account the complex challenges facing Brazil: intense political uncertainty in an election year; a weak fiscal position, and an urgent need for reforms.


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important information.

For professional investor use only.
This document is issued by Lombard Odier Asset Management (Europe) Limited, authorised and regulated by the Financial Conduct Authority (the “FCA”), and entered on the FCA register with registration number 515393
Lombard Odier Investment Managers (“LOIM”) is a trade name.

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