In an interview with Jornal de Negócios, Ricardo Castillo, Head of Investments, Mirabaud Wealth Management, and Valentin Bissat, Chief Economist and Senior Strategist, Mirabaud Asset Management, share their analysis of escalating geopolitical tensions and their implications for financial markets.
In an interview conducted by Leonor Mateus Ferreira, they highlight the increasing risk of stagflation, the strategic importance of the Strait of Hormuz, and the cumulative impact that prolonged disruptions could have on the global economy. The discussion also outlines how portfolios are being adjusted in response to a rapidly evolving environment.
Read the full article on Jornal de Negócios.
Please note that the article is available in Portuguese only.
