In this month's letter, we discuss the importance of theoretical knowledge in investments, contrasting it with the empirical Brazilian culture. The experience...

The Brazilian investor faces a dilemma between stocks and fixed income, especially with the low allocation to equities. Despite the…

In this month's letter, we commented on the impacts of population aging on the global economy. The drop in fertility rates…

In this month's letter, we discuss the investment in British American Tobacco (BAT) as part of the internationalization strategy for the...

In this month's letter, we comment on the impact of Trump's second term on the global economy and geopolitics, and we analyze...

In this month's letter, we shared the general principles of the methods adopted at Ártica to select investment theses. The process...

The Ibovespa recorded negative performance in 2024, while the Ártica Long Term FIA fund managed to outperform the CDI. In...

Private pension plans are essential to guarantee retirement, especially considering the shortcomings of the Brazilian public system. In this month's letter...

In June, the European Central Bank began cutting its benchmark interest rate, followed by the Federal Reserve in September.…

In this month's letter, we look at the psychology behind gambling addiction and its similarities to behaviors…