Research & Insights
Institutional perspectives across markets and real economies.
A curated body of analysis on commodity finance, structured frameworks, and the governance principles guiding long-horizon capital.
Macro
May 2026
BofA: O "novo ouro" do Brasil continua brilhando
BofA Global Research visits U.S. investors and reaffirms a constructive, "glass half-full" outlook on Brazil — high real rates, commodity strength, and capital reallocation into emerging markets.
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Rates
Apr 2026
BofA prevê Brasil como maior retorno em títulos locais em 2026
Bank of America projects Brazil to deliver the highest return among local asset markets in 2026 and recommends an applied position in DI — supported by real yields and disciplined macro fundamentals.
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Mar 2026
Bloomberg Línea — BofA sees upside in LatAm equities into 2026
Bank of America sees upside potential in Latin American equities into 2026, while expecting IPO activity to remain limited amid selective capital deployment across the region.
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