Adam Patterson

Adam is an economist from the UK, currently living in Brazil where he is founder of a valuation fintech and partner in a corporate finance office. He has previously worked in the UK Parliament, various investment practices and HSBC Brazil. Adam's research focus is on political economy, infrastructure investment, Brazilian financial markets and asset valuation. He read politics at Leeds and economics at the University of London as well as studying at the CISI. Adam also holds an MBA Finance from the Federal University of Paraná, Brazil.

The “Bolsonaro effect” and the outlook for Brazilian equities

Now that, some of, the political dust has settled, what´s in store for the Brazilian economy and the outlook for…

Brazilian stocks to shine in 2018?

In 2017 global emerging markets stocks and currencies posted their best return since 2009. And even after this robust performance…

Banks to lead the way in the great Brazilian recovery

The focus of this article is to look at the investment potential in Brazilian blue-chip banks. But let´s quickly recap…

The appetite for Brazilian stocks and potential for interest rate cuts

In a previous article on these pages, I examined the outlook for the Brazilian Stock Exchange – the Bovespa –…

Can Brazilian stocks continue to rally?

After three years of subdued performance, there are once again signs of life for Emerging Market equities, including Brazil. By…

It’s a technology bubble but not as we know it

Are tech valuations supported by fundamentals or are we partying like it's 1999? 16 years since the bursting of the…

Citius, Altius, Fortius! The Olympic Games and Stock Markets

With the XXXI Olympiad coming to a close in Rio de Janeiro, it's a good opportunity to take a look…

A New Investment Paradigm? NIRPs & Equity Valuations

Are we entering a “new normal” in asset valuations? In an interesting recent piece in the Telegraph, Tom Stevenson, investment…

Are Brazilian Stocks Going Cheap?

The expression “may we live in interesting times” could have been written with the principal Brazilian stock market, the Bovespa,…