Research Providers

Agile Investe

Brazil, Equities Strategy, Fixed Income
Research house - Agile

Equities Brazil Estrategista de Carteiras

Taubate, Brazil

Agile INVESTE was born to improve people's lives. We believe that investing is for everyone. Regardless of the level of knowledge or the amount invested, everyone can have access to a better return on their [...]

Alexandre Bastos

Beverage, Consumer, Foods
Retail Analyst -

Equities Brazil

Rio de Janeiro, Brasil

Alexandre Aguiar Bastos holds a degree in Business Administration and has worked for about twenty years, both in the retail and real estate sectors. He was also a partner in a company specialized in investments [...]

Aliança Logistica

Advisory Consultant - Energy

Sector Expert

Rio de Janeiro , Brasil

Aliança provides corporate finance, strategic consultancy and market advisory services to clients in ethanol and ethanol-related markets, offering insight into physical trade flows, the dynamics of individual local markets, as well as intelligence on global [...]


Banks, Brazil, Financial services
Independent Consultant - Financial Sector

Sector Expert

Brasilia, Brazil

Alvir Hoffmann was Director of the Central Bank, responsible for the supervision of the financial system; during his 40-year career, he has also worked in international organizations such as the IMF, Basel Committee, among others. [...]

Anthony Brocado

Geopolitics, Macroeconomics
American, German - International Politics

Geopolitics Non Brazil Macro / Strategy

Berlin, Germany

Anthony Brocado is an American criminal law major working in Berlin on web content for leading US companies. He has a strong interest in geopolitics, and is a computer technician. He has a degree in International [...]

Antonio Siqueira

Equities Strategy, Technical Analysis
Analista CNPI - T EM 2033

Equities Brazil

Mogi das Cruzes, Brazil

Antonio Carlos Martins is a High Income Specialist investment manager at Banco do Brasil, and publishes specialized articles on stock investing (29 to date), mainly on technical analysis, which have scored up to 4,000 readers [...]

Arthur Faviero

Banks, Corporate Credit
Analista CNPI - EM 1833

Equities Brazil

Porto Alegre, Brazil

Arthur Faviero is a fundamentalist corporate finance analyst, centers research on bargain hunting, and an enthusiast for Value Investing metrics. He has more than 6 years of experience in banking, financial modelling and projections, and corporate [...]

Arthur Valle

ETF, Global Multi Assets, Quantitative
Portfolio Strategist - TrendSet

Multiativos Globais Quantitativo

Hamiton, New Zealand

Arthur Valle is a professor and academic researcher with practical experience in Business, IT, Data Science and Passive Investment Management. Arthur has, among other academic qualifications, a doctorate in Production and Systems Engineering (PUCPR) and [...]

Barry C. Knapp

Global Multi Assets, Macroeconomics
Macro Strategist - Ironsides Macroeconomic

Non Brazil Macro / Strategy Multiativos Globais

Vail, USA

Barry C. Knapp is  Managing Director of Ironsides also serves as Senior Advisor to Macro Risk Advisors (MRA). Barry was  Head of Macro & Public Policy Strategy at Guggenheim Securities. Previous roles included  Head of [...]

Bevan Rosenbloom

Corporate Credit
Series 7, 63 - NASD Register

Fixed Income Brazil Non Brazil Fixed Income

New York , USA

Bevan Rosenbloom is a highly experienced corporate fixed income analyst, with 13 years of extensive experience covering multiple industries across all Emerging Markets. In New York: (1) He was an EM Desk analyst for Bradesco’s Treasury, [...]

Boris Molina

Emerging Markets, Currency - Financial Institutions

Equities Brazil Non Brazil Equities

New York, USA

Boris Molina is a senior equity analyst specializing in banks and financial institutions. At Santander, New York he was Head of Latam Banks research – covering Brazilian, Mexican, Chilean, Colombian, Peruvian and Argentinean banks – [...]

Caio Amoedo

Agribusiness, Consumer, Industry

Equities Brazil

Petrópolis, Brazil

Caio Farme D’Amoed is an accountant with 12 years’ experience in investment analysis and consultancy in Brazil, and founder of the website Currently an analyst with Técnica Consultoria, he has worked as analyst and [...]

Carlos H. Brandt S.

Energy, Geopolitics, Macroeconomics
Analyst - Latam

Commodities Sector Expert Geopolitics

Caracas, Venezuela

Carlos H. Brandt S. is an independent consultant and researcher, with interest on political and risk analysis, geopolitics, international affairs, foreign policy, energy security, oil & gas markets, Venezuelan Oil Industry, public policies and legal framework for [...]

Carlos Hermosillo

Beverage, Consumer, Foods
Equity Research Analyst - Mexico

Non Brazil Equities Non Brazil Macro / Strategy

Mexico City, Mexico

Carlos Hermosillo has twenty years of experience focused on equity research, equity strategy and macroeconomic analysis of Mexican Economy. He led research department in large Brokerage houses in Mexico with extensive experience in sell side of [...]

Carlos Herrera

Dividend Stock, Emerging Markets, Small Caps
Equity Analyst - Special Situation

Equities Brazil

Sao Paulo, Brazil

Carlos Herrera is an investment professional with expertise on special situations, microcaps and dividend stocks. Have worked as an equity research analyst in Brasil for 10 years with Empiricus (2015-18), UBS (2014-15), Barclays (2011-13). Bachelors [...]

Carlos Macedo

Banks, Fintech
Analista - LatAm

Equities Brazil Non Brazil Equities

Miami, EUA

Carlos Macedo is a LatAm financial sector expert – with 13 years advising investors: 11 of these with Goldman Sachs in São Paulo and New York, where he led a 6-analyst team in 6 countries [...]

Catarina Pedrosa

Certify Analyst - ESG Kipuinvest

Equities Brazil ESG Brazil Macro/Strategy

Sao Paulo, Brazil

Catarina Pedrosa, a partner in the investment consultancy Kipuinvest, has 30 years’ experience in Brazilian and world markets, equity research, management of fixed income, and equity and real estate funds at leading financial institutions (BES, [...]

Claire Meier

Macroeconomics, Politcs
Emerging Mtks CFP - Level 3

Geopolitics Brazil Macro/Strategy Non Brazil Macro / Strategy Fixed Income Brazil Non Brazil Fixed Income

London, UK

Claire Meire Underhill is an experienced macro economist in developed and EM Markets; her core strengths are in sovereign debt investment recommendations based on economic, fiscal and political analysis. She is an experienced writer and [...]

Daniel Abut

Banks, Financial services
LatAm Senior - Analyst

Equities Brazil Non Brazil Equities

New Jersey, USA

Daniel Abut, consistently in the top-3 ranking of Latin America banking analysts for 25 years, now works as a consultant; as a banking analyst; and also in investor education. On Wall Street, he worked as a [...]

Daniel Graeber

Analyst - Journalist

Commodities Geopolitics

Michigan, EUA

Daniel Graeber is a geopolitical analyst who focuses on the intersection between international relations and the oil market. He has been working in the industry, in both journalism and academics, for more than 10 years. [...]

Daniel Miraglia

Chief Investment Officer - Macro, Credit, Markets

Brazil Macro/Strategy Non Brazil Macro / Strategy Fixed Income Brazil Non Brazil Fixed Income

Sao Paulo, Brazil

Daniel P. Miraglia has over 25 years of experience as a portfolio manager, strategist and treasurer. He worked for many years as a strategist for proprietary and treasury positions at Safra and in the Itaú [...]

Dijalma José de Lima

Logistic - Supply Chain

Sector Expert

Sao Paulo, Brazil

Dijalma has over 20 years of experience as an executive in the Supply Chain area, he has acted as a change agent in several markets, such as food, consumer products, pharmaceuticals, services, chemicals and telecom. [...]

E2 Economia Estratégica

Macroeconomics, Politcs
Brazilian Setorial - Consultants

Brazil Macro/Strategy

Sao Paulo, Brazil

E2 is a Brazil-based consultancy in market intelligence, supplies, strategic planning and regional and sector macroeconomics, founded in 2007. It has developed partnerships with more than 70 large companies, all protagonists in their markets. E2 seeks [...]

Eduardo Estrada

Consumption - LaTam

Non Brazil Equities Non Brazil Macro / Strategy

Mexico City, Mexico

Eduardo is a financial and economic professional, with more than 20 years of experience in the financial sector, bilingual, with extensive knowledge of the Mexican and international economies and financial markets. He has the CFA [...]

Federica Russo

Political Risk Analyst - China, Technology

Geopolitics Non Brazil Macro / Strategy

Rome, Italy

Federica Russo is an independent researcher focused on China and its engagement in the global scene. Her articles appear on Asia Times, China Global Television Network (CGTN), Asia Power Watch, The Diplomat, OBOReurope, Scenari Internazionali. [...]

Felix Boudreault

Energy, ESG, Natural Resources
Setorial - Analyst


Brasilia, Brazil

In 2018 Félix-A. Boudreault, an engineer, co-founded the cutting-edge investment research firm SMS – Sustainable Market Strategies – to center on research and consultancy centered on investment from the ESG (Environment, Social and Governance) viewpoint. [...]

Fergus McCormick

Macroeconomics, Sovereign Credit
Sovereign - Risk Analyst

Brazil Macro/Strategy Non Brazil Macro / Strategy Fixed Income Brazil Non Brazil Fixed Income

New York, USA

Fergus McCormick is a specialized sovereign risk analyst, consulting, among other subjects, on value investing, banking, credit rating agencies, and multilateral development banks. In New York, he is Senior Advisor to the Kazarian Center for [...]

Fernando Tempel

Investment Funds, Macroeconomics
Analyst CNPI 107 - OHR Research

Equities Brazil

Sao Paulo, Brazil

Fernando Tempel is a professional with over 20 years of experience in investment analysis, mergers and acquisitions and consultancy. He is a specialist in value investing and wrote the first book adapting this theory to [...]

Francisco Salazar

Corporate Credit, Currencies, Equities Strategy
Latam - Analyst

Non Brazil Macro / Strategy Non Brazil Fixed Income

Bogota, Colombia

Francisco Salazar is a performance-focused investment consultant with experience in research, trading and portfolio management in the fixed income, equity and currency markets of Latin America, with focus on the Pacific Alliance countries: Colombia, Peru, [...]

Gabriel Casalecchi

Geopolitics, Macroeconomics, Politcs
Politics researcher -

Sector Expert Geopolitics

São Carlos, Brazil

Gabriel Casalecchi é formado em Sociologia e Professor de Ciência Política, com tese premiada na área e vários artigos publicados em revistas científicas nacionais e internacionais. Tem como objeto de estudo o comportamento político latino-americano [...]

Gautam Jain

Currencies, Fixed Income, Macroeconomics
Strategist - Ph.D., CFA

Non Brazil Macro / Strategy Non Brazil Fixed Income

New York, EUA

Gautam Jain has over 20 years of experience in global emerging markets. In his previous role at The Rohatyn Group (TRG), he served as a Managing Director and Chief Strategist covering Emerging Markets local-currency and [...]

German Rios

Senior Analyst -

Geopolitics Brazil Macro/Strategy Non Brazil Macro / Strategy

Madrid, Spain

Germán Ríos is Adjunct Professor and Chair of the Observatory on Latin American Politics and Economics at IE University and Senior Partner at Atrevia. Previously he was Corporate Director of Strategic Affairs at CAF development [...]

Gilberto Cardoso

Commodities, Metals, Mining
Analyst - Commodities

Equities Brazil Non Brazil Equities Sector Expert

Singapore, Singapore

Gilberto Cardoso is founder & managing director of Tarraco Commodities Solutions Pte Ltd, boutique management consulting firm based in Singapore. He is former Director of Marketing & Sales for iron ore and pellets at ArcelorMittal [...]

Guilherme Vilazante

Homebuilders, Malls/REITS, Real Estate
Analyst - CNPI EM-205

Equities Brazil Sector Expert

São Paulo, Brasil

Guillherme Vilazante is a real estate executive with more than 12 years experience in Equity Research covering the Construction and Real Estate sector in Brazil. BA in Mathematics from Universidade de Brasília, and MSc in [...]

Iris Mujica

Energy, Petrochemicals
Analyst -

Sector Expert Geopolitics

Caracas, Venezuela

Iris Mujica is an Economist, with expertise on economics, statistics, oil and gas industry and geopolitics, focused on oil and gas market. Have been worked with Venezuelan oil industry for more than 10 years. She [...]

Jaime Valdivia

Latam, Macroeconomics, USA
Emerging Markets - Macro Analyst

Brazil Macro/Strategy Non Brazil Macro / Strategy

New York, USA

Jaime Valdivia spent the last 10 years at BlueCrest Capital Management, the $34B macro hedge fund  specializing in Latin America and the US Federal Reserve.  Prior to BlueCrest, Mr. Valdivia was Global Strategist at a [...]

James Collins

Automotive, Energy, Technology
Annalyst - CFA

Sector Expert

New York, USA

Jim Collins is an investment professional with 30 years of experience in equity research at investment banks (Lehman, DLJ, UBS) and now on his on, as principal at Portfolio Guru, LLC and Excelsior Capital Partners. Jim's [...]

Jay Pelosky

Global Multi Assets, Thematic Investiments
Global Strategist - TPW Advisory

Estrategista de Carteiras Multiativos Globais

New York, USA

Jay Pelosky is a global strategist with 30 + years of multi asset investment experience in roughly 50 countries. He was a top II ranked strategist at Morgan Stanley in Global Asset Allocation, Global Equity [...]

Jose Chalhoub

Energy, Oil, Politcs
Latam - Consultant

Sector Expert Geopolitics

Caracas, Venezuela

Jose Luis Chalhoub is a consultant and advisor specializing in political and country risk, based in and expert on Venezuela. He has 13 years’ experience in Venezuelan oil. At the Venezuelan Mining and Oil Ministry, [...]

Julio Hegedus Netto

Macroeconomics, Sovereign Credit
Consultant - JHN Consulting

Almada, Portugal

Julio Hegedus Netto is chief economist at JHN CONSULTING, an economic consulting firm. He is currently a PhD student at the Center for Studies and Advanced Training in Management and Economics at the University of [...]

Julio Marquez

Equities Strategy, Emerging Markets, Macroeconomics
Global Economist - Equity trader

Non Brazil Equities Non Brazil Macro / Strategy

Mexico City, Mexico

Julio Marquez is a global economic analyst with significant trading experience. After working as a behavioral economist for an NGO, he was for 8 years Global Economist of an asset management firm in Mexico, writing [...]

Kelly Trentin

Emerging Markets, Macroeconomics, Mutual Funds
Equity - Strategist

Estrategista de Carteiras Brazil Macro/Strategy

Sao Paulo, Brazil

Kelly Trentin is an investment professional with long experience in Brazilian investment market. Have worked with Banco Alfa, SLW and Spinelli Brokerage Companies as Equity Research Analyst for more than 20 years. Undergraduated in Economics [...]


ESG, Responsible Investment
Kipuinvest - Experts

Equities Brazil ESG Brazil Macro/Strategy

Sao Paulo, Brazil

Kipuinvest is a Brazil-based specialized consultancy with high academic and technical qualifications, operating in 3 divisions – M&A, responsible investment, and independent research. It focuses mainly on the consumer, agribusiness and land/real estate sectors, providing [...]

Lara Smith

Commodities, Communication Specialist - Core Consultants Pty


Guernsey, Inglaterra

Lara Smith is an investment professional, with expertise in Mining & Metals and related sectors, focus on forecast analysis. We assist companies with their online communication strategy and market analysis. Over 15 years experience. Undergraduate [...]


Brazil, Macroeconomics
Sector Analysis - Projections

Geopolitics Brazil Macro/Strategy

Sao Paulo, Brazil

LCA is the largest economic consultancy in Brazil. Founded in 1995, it consults on Macroeconomics, Market Intelligence, Law Economics, Corporate Planning and Finance. It has a team of 80 specialists in Economics, and more than [...]

Luiz Felix Cavallari

ESG, Responsible Investment
Kipuinvest - Experts

Equities Brazil ESG Brazil Macro/Strategy

Sao Paulo, Brazil

Luiz Cavallari has 35 years’ experience in Brazilian and international financial markets in credit, equity research, and equity management. As a partner in Kipuinvest, he specializes in responsible investment, and analysis for integration of ESG [...]

Marcio Fernandes

Geopolitics, Politcs, Macro/Strategy Brazil
BR Political - Risk Analyst

Brazil Macro/Strategy Non Brazil Macro / Strategy

Brasilia, Brazil

Márcio is a Political Risk Analyst specialized in Brazilian Politics, Brazilian Foreign Affairs, Commodity Markets and National Defense in the South Atlantic context. In 2013, he founded Quorum - Political Strategy, a consultancy in Government [...]

Martin Lara

Miranda - LatAm Experts

Equities Brazil Non Brazil Equities Non Brazil Macro / Strategy

Mexico City, Mexico

Martín Lara is a partner in Mexico-based consultants Miranda Research Partners. He is an investment strategy / equity research director, with wide EM experience – 24 years covering Latam telecom & media (at Itaú BBA, [...]

Martin Tixer

Corporate Credit, Macroeconomics, Sovereign Credit
Global - Strategist

Geopolitics Non Brazil Macro / Strategy

Paris, França

Martin Tixier is a specialist concentrating on macroeconomic trends in general, and credit primarily in the UK. He founded and runs Macronomics, an independent macro-strategy financial advisory, also publishing the weekly blog, which has [...]


Emerging Markets, Macroeconomics
MCM - Consultants

Geopolitics Brazil Macro/Strategy

Sao Paulo, Brazil

MCM is the Brazilian leader in economic consultancy for the financial market. Founded in 1990, it has a top-quality team of economists specialized in the financial market, politics and elections, economic activity, public finance and [...]

Michael Harris

Turkey Country Specialist - cribstone

Geopolitics Non Brazil Macro / Strategy

Londres, UK

Mike Harris has received 22 No. 1 rankings in Institutional Investor surveys during his 24 years as a multi-industry analyst and strategist covering the Turkish and Emerging European Markets. He is the highest ranked Turkish [...]

Miranda Partners

Geopolitics, Macroeconomics, Telecom
LatAm - Experts

Non Brazil Equities Geopolitics Non Brazil Macro / Strategy

Mexico City, Mexico

Damian Fraser is a partner in consultants Miranda Research Partners, in Mexico City, where he is responsible for advising companies, intermediaries, and investment funds on financial communication, crisis management, and offering political and economic risk [...]

Mitchell Minki Kim

Fintech, Technology, Telecom
Global Tech - Analyst

Non Brazil Equities Sector Expert

New York , USA

Mitchell is globally recognized for his work as a TMT (telecom, media, technology) equity research analyst, hedge fund manager, M&A and corporate finance executive and a founder of a telecom company in the past. Mitchell [...]

Nuclo CIO

Emerging Markets, Global Strategy
Equity Strategy - Global Markets Strategy

Non Brazil Equities Non Brazil Fixed Income

C. Mexico, Mexico

Nuclo is an innovative investment company that act as a Chief Investment Officer (CIO) for their clients, striving to be the investment arm to Family Offices and Enterprises. Formed by Mauricio Brocado,  fundamental CIO with [...]

Pedro Hidalgo

Corporate Credit, Investment Funds
Fixed Income - Analyst

Fixed Income Brazil Non Brazil Fixed Income

Santiago, Chile

Pedro Hidalgo is a Civil Industrial Engineer with 10 years’ experience in corporate credit and financial risk with two of the major financial institutions of Chile. He spent six of these years as an analyst [...]

Prasenjit Basu

PK Basu, Strategist - Asia Macro, Equities

Makati, Singapore

PK Basu is an investment professional with expertise on global macro, Asian economies and markets, interest rates and FX. He has 30 years experience based in US, Singapore, Malaysia and the Philippines, covering India, Indonesia, Thailand, [...]

Ricardo Fernandez

Equities Strategy, Latam
Latam Specialist - Chile, Peru

Santiago, Chile

Remember the 1994/95 Tequila crises, that's when I started working as an equity research analyst in Santiago Chile. In 2000 I moved to Brazil where for 10yrs I worked as a sell side analyst for [...]

Ricardo Weiss

Equities Strategy, Emerging Markets, Mutual Funds
Portfolio Strategy - Portfolio Allocation

Equities Brazil Estrategista de Carteiras Fixed Income Brazil

Rio de Janeiro, Brasil

Ricardo Weiss is a consultant and portfolio strategist. He has solid experience in the financial market, holding leadership positions in the BNDES at MSCI, Fapes - Pension Fund of the Development Bank of Brazil, Banco [...]

Roberto Attuch

Banks, Equities Strategy, Emerging Markets
Banks, Equities Strategy - Ohm Research

Equities Brazil Non Brazil Equities Estrategista de Carteiras Brazil Macro/Strategy Non Brazil Macro / Strategy

Sao Paulo, Brasil

Roberto Attuch is one of the most successful professionals in the equity market in Latin America, with more than 25 years’ experience, mainly at Credit Suisse and Barclays. As an analyst responsible for coverage of [...]

Roberto Dumas

Brazil, China USA - Dumas Consulting

Geopolitics Brazil Macro/Strategy Non Brazil Macro / Strategy

Sao Paulo, Brazil

Robert Dumas has 30 years’ experience in international financial markets, with institutions including Citigroup, Lloyds Bank, UBS, and Itaú BBA, and has important specialist knowledge of China. He was Chief Representative in Shanghai for Itaú [...]

Roberto Nemr

Kipuinvest - Experts

Equities Brazil ESG Brazil Macro/Strategy

Sao Paulo, Brazil

Roberto Nemr is Managing Partner at the investment consultancy Kipuinvest, with over 30 years’ experience in financial markets as analyst and manager, and in advisory and M&A. He provides analysis of opportunities for direct investment [...]

Rodrigo Borges

Crypto, Tokentization
Crypto, Blockchain - Specialist


Sao Paulo, Brasil

Rodrigo is an entrepreneur, enthusiast of cryptocurrencies and blockchain. He has over 20 years of experience in the technology market, with a greater focus on developing new businesses and startups. Today, he serves as CEO and [...]

Ruchi Malhotra

Macroeconomics, Politcs
Macro, Sovereigns,Rates - Strategist

Non Brazil Macro / Strategy

New York, United States of America

Ruchi Malhotra is an investment professional with eight years relevant experience. She has an expertise on interpreting and analyzing data in order to inform ongoing assessment of portfolio holdings and potential investments with a specific [...]

Saul Martinez

Banks, Fintech, Financial services
Analyst - Equities Strategist

Non Brazil Equities

Glen Ridge, NJ, USA

Saul Martinez has had a long and successful career on Wall Street covering financial institutions in both the US and Latin America. Saul worked at UBS as Head of US Large Capitalization Banks and Consumer [...]

Scott Darling

Asia, Gas, Oil
Global Consultant - Commodities

Non Brazil Equities Commodities

Hong Kong, China

Scott is Oil & Gas independent consultant. He was head of Equity Research in JP Morgan, responsible for Asia Commodities Equity research. He has extensive knowledge ( more than 20 years) in Oil & Gas [...]

Sérgio Goldenstein

Brazil, Macroeconomics
Strategist - Macro Brazil

Brazil Macro/Strategy Fixed Income Brazil

Rio de Janeiro, Brazil

Sérgio has over 25 years of experience in the financial market. He worked for 11 years (between 1994 and 2005) at the Central Bank of Brazil, having held the positions of Consultant for the Monetary [...]

SITAWI Finanças do Bem

Brazil, Energy, Equities Strategy
Good Finance - SITAWI


Rio de Janeiro, Brazil

SITAWI Finanças do Bem is an ESG Research provider based in Rio de Janeiro and local presence in Rio de Janeiro, São Paulo, Lima (PER), Quito (EQU) and Bogota (COL). We cover about 300 companies [...]

William Arambula

Corporate Credit, Equities Strategy, Sovereign Credit
LatAm - Analyst

Fixed Income Brazil Non Brazil Fixed Income

Bogota, Colombia

William Arambula is an investment professional with experience in mergers and acquisitions, credit underwriting, capital raising, distressed debt and restructurings, and risk and portfolio management. He has practiced across industries, financial products, and geographies. In Bogotá, [...]

William Gonçalves

Metals, Pulp and Paper
Analyst CNPI - P EM 1615

Equities Brazil

Toronto, Canada

William Gonçalves has 8 years’ experience in the capital markets, with investment and fund management company Geral Investimentos, in fundamentalist equity analysis, reports, financial modeling, valuation, risk calculation and portfolio allocation. He previously worked for [...]

Zoltan Szelyes

Malls/REITS, Real Estate, Real State Credit
Global Real Estate - CAIA, CFA

Non Brazil Equities Imobiliário internacional

Zurich, Switzerland

Zoltan is seasoned expert on international real estate investment and real estate debt in global scale. Promoter of a macro research based investment approach bridging real estate fundamentals with central banking and financial market insights. He [...]