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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Trade Finance
Apr 2026
Structured Frameworks: A Disciplined Lens on Global Flows
An institutional view of how structured trade finance is engineered around real economic activity.
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Governance
Mar 2026
Institutional Standards in the Brazilian Alternatives Market
Bridging Brazilian financial credibility with the governance expectations of global family offices.
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Risk
Jan 2026
Counterparty Discipline in Commodity Finance Transactions
A practitioner framework for evaluating counterparty exposure across global trade.
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Compliance
Dec 2025
Suitability as a Cornerstone of Investor Trust
Why suitability review is structural, not procedural, in long-term institutional relationships.
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