September 2026
Anticipation
Brazil's 2026 election has entered the market horizon. Scenarios, polls and prices are starting to reflect the race before the official campaign.
OTR Capital
Letters
Our monthly reading of the forces shaping markets, companies and capital allocation.
August 2026
Everybody Wants to Rule the World
A reading of the contest for influence among China, the United States and their allies, and its effects on markets and global supply chains.
July 2026
Thunderstruck
Brazil, agribusiness and artificial intelligence in an issue about changes that no longer seem reversible.