GRANDES BANCOS PREOCUPAM? ARX EXPLICA O QUE ESTÁ NO RADAR
A deterioração dos balanços de grandes bancos brasileiros já acende um sinal de alerta para o mercado de crédito? Neste corte do Stock Pickers, Pierre Jadoul, diretor-executivo e gestor responsável pela estratégia de crédito privado da ARX Investimentos, explica por que a gestora ainda não vê um risco sistêmico iminente, mas acompanha de perto a evolução do cenário.Jadoul também revela quais setores a ARX está evitando, por que empresas mais cíclicas e dependentes de capital de giro preocupam e como a gestora tem analisado novas teses de crédito antes de assumir riscos em um ambiente de juros elevados.
Confira o episódio completo do Stock Pickers no YouTube: https://youtu.be/6_XRVEEO7Xc
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