Papo com Gestor #338 – A potência do investimento em infraestrutura | Conteúdo Acessível

In this episode of Insights, we bring you another chapter of "At the Table with Management" with Bradesco Asset. The idea is to take you on a deep dive into the challenges and opportunities of the infrastructure market, a sector essential for Brazil's development. In conversation with Rafael Ribeiro, head of portfolio specialist, Guilherme Guntovitch, credit fund manager, explains how the current scenario has demanded more strategic analyses in the face of volatile spreads, discussions about taxation, and recent credit events. Guntovitch brings an optimistic view of opportunities in sectors such as highways, sanitation, and data centers, reinforcing the importance of active management in asset selection. They highlight the importance of understanding market cycles, risks, and opportunities in infrastructure to generate long-term value. Watch! The content presented below by the guest company does not necessarily represent the opinion and practices used by Bradesco. #BradescoAccessible #ForEveryoneToSee – the cover art features a photo of the participants and the highlighted theme on the left, "The power of infrastructure investment". In the video, Rafael Ribeiro, head of portfolio specialist, and Guilherme Guntovitch, credit fund manager, explain how the current scenario has demanded more strategic analyses in the face of volatile spreads, discussions about taxation, and recent credit events.