Selic cai 0,25%: o que muda de verdade nos seus investimentos?

If you have assets exceeding R$1 million and want to understand if your portfolio is prepared for future scenarios, contact Nord to learn about their consulting and asset analysis services: https://nordlink.co/46NVgpf The Copom (Monetary Policy Committee) has again reduced the Selic rate, but does this cut really change the landscape for your investments? In this video, Marília Fontes analyzes the Central Bank's decision, the behavior of long-term interest rates, inflation expectations, and the impacts of this scenario on fixed income, private credit, IPCA+ Treasury bonds, pre-fixed and post-fixed securities. She also explains why a Selic rate cut doesn't necessarily mean lower interest rates for businesses and consumers, and how the electoral scenario can completely change allocation strategies in the coming months. Furthermore, you will understand which risks deserve more attention in an environment of high interest rates for longer and why liquidity may become even more important for investors. 00:00 — Copom cuts the Selic rate by 0.25 p.p. 02:06 — Why Marília considers the cut symbolic 06:25 — What changed in the Copom statement 10:50 — Interest rates in the US and pressure on the exchange rate 12:04 — Economic activity and inflation in Brazil 18:13 — How low can the Selic rate fall? 25:35 — How to invest in this scenario 27:59 — The risk of private credit 33:25 — Post-fixed, IPCA+ or pre-fixed? 36:21 — How the elections can change the portfolio 42:58 — The strategy to navigate volatility 46:08 — How Nord's portfolio analysis works Educational and informative content. The opinions presented reflect the analysis made in the video and do not constitute individual investment recommendations. 🎙 Nord Spotify Podcasts: https://nordlink.co/3GQ5KFa 📻 Nord Deezer Podcasts: https://nordlink.co/3uK1xAi 🎙 Nord Apple Podcasts: https://nordlink.co/3x2B67W 🐥 Twitter: https://nordlink.co/3oJhpiy 💻 Facebook: Facebook: nordresearch 📸 Instagram: Instagram: nordresearch 💎 LinkedIn: LinkedIn: about 🔵 Telegram Nord: https://t.me/s/nordresearchoficial