Macro Minutes: Brazil Today: Recent Political Events and Investing Opportunities

In June’s Macro Minutes video, Capital Markets Research Analyst Paige Tyson shares Fisher Investments’ views of Brazil.

Key Points

  • The bulk of Brazil’s exposure is in Energy and Materials, but the Financial sector has grown significantly, along with the emergence of more growth-oriented areas such as e-commerce within the Consumer Discretionary sector.
  • Brazil tends to outperform with value in the emerging markets universe.
  • In our view, Brazil is well-poised to capitalize on the global economic recovery and expansion.


*The foregoing information constitutes the views of Fisher Investments based on information believed to be reliable. There can be no assurances that Fisher Investments will continue to hold these views. These views may change at any time based on new information, analysis, or reconsideration.
About Fisher Investments

Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $197 billion under management.* Fisher Investments maintains four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments Private Client Group International, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 100,000 clients. Founder and Executive Chairman Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazine’s 90+ year history. He has also authored several New York Times bestsellers on finance and investing. (*As of 3/31/2022)