Publicação de Leandro de Albuquerque

Na semana passada, tivemos mais um Seminário Anual da S&P Global Ratings no Brasil, em São Paulo. Tive a oportunidade de participar de um painel com Arturo Profili, Sergio Garibian e Guilherme Machado sobre a crescente participação do mercado de capitais no crédito e a complementariedade com o sistema bancário. Pude destacar o potencial e riscos nos principais setores do crédito estruturado: imobiliário, agro, crédito ao consumidor e pequenas empresas. Também reunimos toda a equipe de Crédito Estruturado do Brasil no evento e tivemos a honra de receber a Jay Srivats, nossa Head de Structured Finance nas Américas, em sua primeira visita ao Brasil.

This week, S&P Global in Latin America was privileged to host Giuliana Tranquilini at an internal event focused on personal branding. This session, a collaboration between our PRGs BOLD and Adelante, attracted around 100 participants from various divisions across Latin America, emphasizing the importance of personal branding in our professional development. My three key takeaways from the session are: - Working on our personal branding is about giving, not self-promotion; it’s about providing value to our audience. - We are all unique. Authenticity is crucial, so the first step towards strong personal branding is to deeply understand oneself. - Define yourself, otherwise, someone else will. I hope the insights were beneficial for everyone who joined. Thank you to everyone who contributed to organizing this event, and I look forward to the next one. Giuliana Tranquilini Isabela Grigio Susana Arcanjo Marina Rey Jaqueline Salvador Eric Ricardo Ferreira dos Santos Jessica Barros Mariano De Lellis (he) In the picture: Jose Coballasi, Filix Gómez and Beatriz (Bea) Pupo

Em breve, teremos mais um episódio do nosso podcast Classe Sênior no ar! Conversei com Talita Aragaki, CGA e Renan Rego, da G5 Partners, e com Julyana Yokota, da S&P Global Ratings, sobre a conjuntura do mercado de crédito privado, dessa vez com um foco especial no setor de infraestrutura. Talita, Renan e Julyana, muito obrigado pela conversa! E um agradecimento especial para nossa produtora MICHELLE AYUMI YAMASHITA! Logo, o episódio estará disponível nas plataformas de áudio. #classesenior #creditoprivado #infraestrutura

Originators in Latin America often turn to cross-border structured finance issuance to expand their potential investor bases, and also to obtain more competitive yields relative to their unsecured financing. Cross-border issuance in Latin America has been focused on tailor-made transactions that have arisen from specific market opportunities. Historically, these structures have provided a platform to access investors in international debt markets, required for issues that may be too large for any domestic market in the region. In our primer, we provide a comprehensive guide to some of the popular emerging and longstanding securitizations in the Latin America cross-border market: https://ow.ly/WqaY30sBF9E

Em nossa opinião, para avaliarmos o #Brasil novamente como grau de investimento dependerá, em grande parte, do compromisso político do país com as reformas econômicas para alcançar uma melhor consolidação fiscal e crescimento econômico. Para saber mais sobre o possível caminho do Brasil rumo ao grau de investimento clique aqui > https://ow.ly/OLF930sBvlR #graudeinvestimento #consolidacaofiscal #crescimentoeconomico

Happy to share that I’ve passed the Level I CAIA exam. Focusing on Alternative Investments, especially the dynamic Private Debt/Credit market, aligns with my goal for continuous learning this year. Grateful for the journey and excited for what’s next. #CAIA #alternatives #alts #privatedebt #continuouslearning

Esperamos un modesto crecimiento en el volumen de nuevas emisiones de transacciones respaldadas por activos (ABS, por sus siglas en inglés) para 2024 en México, el tipo de transacciones respaldadas por arrendamientos y créditos de equipo continuarán dominando este tipo de emisiones. Lea nuestro artículo completo, “Transacciones de ABS mexicanas: Volando por debajo de su potencial” https://ow.ly/txhm30sBu3y

In our opinion, #Brazil regaining an investment-grade rating will depend to a large extent on the political commitment to economic reforms to achieve improved fiscal consolidation and economic growth. Read more about our view on Brazil's potential path to investment grade: https://ow.ly/1aP830sBjif