Saturday, October 31, 2020

Country Risk and Industry Research Round-Up

Explore our research spanning the US Election, China's Belt & Road, Future Farming and Covid & The Economy in our latest round-up for clients below:
US Election
US Election Scenarios
The November US presidential election looks set to be the most dramatic for several decades. Our economic, industry and political risk analysts have continued to produce a series of content highlighting the implications of various election scenarios. These include both Trump and Biden victories in their various forms, as well as the potential for a disputed election.

Belt & Road
Mapping China's Belt & Road
China’s multi-decade Belt & Road initiative will be forced to adapt to new economic and political realities over the coming years. The Covid-19 pandemic could force some countries to rethink their approach to globalisation and cooperation with China. As a result, China is expected to focus its efforts on developing Asian and African countries. China's plans to implement a Health Silk Road will also likely take off, creating opportunities in the construction of healthcare facilities and increasing trade in healthcare-related goods.

Article: Covid-19 Pandemic To Reshape China's Belt And Road Strategy
Article: Alternatives To Belt And Road Unlikely To Gain Significant Traction
Article: Chinese Mining Interest Along BRI To Become Even More Pronounced Post Covid-19
Econony
Covid & The Economy: Taking Stock
With attention increasingly turning towards 2021, our economists provided an update of the key themes set to dominate various regions next year. They also took time to review the global and regional growth forecasts to understand which countries will outperform, track the progress of Covid-19 across countries, survey financial markets to understand what is being priced in and identify the challenges for fiscal and monetary policy makers.

Article: Second Covid-19 Wave: New Restrictions Likely, But Full Lockdowns Implausible
Webinar: Global Macroeconomic Quarterly Update
Webinar: Sub-Saharan Africa Macroeconomic Update: Prospects For Recovery Post Covid-19
Webinar: Europe Macroeconomic Update: Post-Covid-19 Recovery
Webinar: Asia Macroeconomic Quarterly Update: Cautious Recovery Amid Geopolitical Headwinds
Agribusiness
Future Farming
In the coming years, the agribusiness sector will face an environment of rising protectionism, geopolitical risks, de-globalisation and potentially a new ‘Cold War’ between the US and China. These will lead to a tightening and increased volatility of trade and investment regulations. Companies will also place increasing strategic focus on environmental and social issues, especially as it relates to sourcing, precision agriculture and labour.

Article: Covid-19 Impact On The Agribusiness Sector: Charts And Outlook
Article: As Sustainability Spotlight Brightens, What Next For Agribusiness Companies?
Article: Rising Geopolitical Risks And Protectionism Will Increasingly Impact Agribusiness Trade And Investment
More Of Our Most Popular:
Connected Thinking In Challenging Times
Stay updated on the shifting global environment with analysis, forecasts, data and insight on economic, political, operational and industrial risk factors across 22 key sectors and 200 markets.

Fitch Solutions’ Country Risk & Industry Research provides comprehensive, comparable and systematic coverage that helps customers better understand the opportunities and risks they face, particularly in emerging and frontier markets. Find out more:
THIS COMMENTARY IS PUBLISHED BY FITCH SOLUTIONS COUNTRY RISK & INDUSTRY RESEARCH and is NOT a comment on Fitch Ratings' Credit Ratings. Any comments or data are solely derived from Fitch Solutions Country Risk & Industry Research and independent sources. Fitch Ratings analysts do not share data or information with Fitch Solutions Country Risk & Industry Research.

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OCTOBER 2020 - VOL 58
 
 
 
 
 
 
 

HALLOWEEN GIVEAWAY

DRESS TO IMPRESS + WIN 

Campus has been taken over by creatures that live in the night. Beware of where you turn; you may find a surprise or two waiting for you. In true Halloween spirit, dress as you wish to celebrate this full moon Halloween. Capture a photo on campus of you in your look and post to your Instagram main feed to win one of three prizes. Giveaway rules in link below.

LEARN MORE
 
 
 
 
 
 
 
FRIDAY - SUNDAY: Oyster Cart
Friday, Oct 30 - Sunday, Nov 1 | 2 - 7pm
Near Sahadi's - Courtyard 3/4
On demand shucking with the Mother Shuckers.
LEARN MORE
 
 
FRIDAY: Live Bossa Nova Music
Friday, Oct 30 | 7 - 9pm
Near Barrow's Intense - Courtyard 5/6
Grab a drink, and cheers to the weekend with Brazilian beats. 
LEARN MORE
 
 
SATURDAY + SUNDAY: A Current Affair
Saturday, Oct 31 + Sunday, Nov 1 | 11am - 5pm
Courtyard 1/2
A Current Affair returns for a socially distanced pop-up with an array of vintage vendors. 
LEARN MORE
 
 
SATURDAY: Bead Workshop
Saturday, Oct 31 | 12pm
Courtyard 5/6 - near The Makers Guild
Join Saskia for a kids + adults beading workshop, Halloween edition. Free to participate; registration required. 
SIGN UP
 
 
SATURDAY: Live Jazz
Saturday, Oct 31 | 4 - 8pm
Sahadi's - Courtyard 3/4
Afternoons are best spent with wine and live tunes.
LEARN MORE
 
 
SATURDAY: Live Music
Saturday, Oct 31 | 7 - 10pm
Near Barrow's Intense - Courtyard 5/6
A weekly show by Robert Whaley and his band in the courtyard for your weekend enjoyment.
LEARN MORE
 
 
MONDAY: Meditation
Monday, Nov 2 | 9am
IC Instagram Live
Join our Instagram Live Monday mornings, and start your week off with a meditation and a little space to breathe led by Libby Nicholaou from our partner Setu.
LEARN MORE
 
 
TUESDAY THURSDAY: IG Live Yoga
Tuesday, Nov 3  | 5 - 5:30pm + Thursday, Nov 5 | 12 - 12.30pm
IC Instagram Live
A zen moment and deep stretch with Thai James.
LEARN MORE
 
 
TUESDAY + THURSDAY: Sunset Yoga 
Tuesday, Nov 3 + Thursday, Nov 5 | 5.15 - 6.15pm
Courtyard 5/6
Held outdoors in collaboration with Bend and Bloom Yoga studio.
BUY TICKETS
 
 
WEDNESDAY: 90's Throwback
Wednesday, Nov 4 | 6 - 10pm
Near Barrow's Intense - Courtyard 5/6
Step back in time with a weekly cover band blasting the best in 90's + 00s R&B.
LEARN MORE
 

Monday, October 26, 2020



Abacus Capital Advisors focuses on capital preservation and responsible wealth generation for affluent investors. Different from other advisors, we build customized portfolios by buying bonds and equities individually rather than using funds and ETFs. This saves our client fund fees and allows us to monitor each security on a daily basis.
 
Our CEO, Mauro Ferman has a BA from Tufts University and his MBA from the Tuck School of Business at Dartmouth College with over 18 years of portfolio and research experience. He has worked in many prestigious banks such as Morgan Stanley, BTG Pactual, Safra Bank, and Santander.  
 
If you have any questions or would like us to review your current investment portfolio at no obligation, please contact us at 305.676.1808 or at mauro@abacus-adv.com


Abacus Capital Advisors foca em preservação de capital com foco em gestão de patrimônio para investidores afluentes. Diferente de outras empresas de assessoria financeira, montamos carteiras administradas comprando diretamente às debêntures e ações em vez de utilizar fundos e ETFs. Com isso, economizamos as taxas de fundos além de poder monitorar cada posição diariamente para nossos clientes.

Mauro Ferman, nosso CEO, tem mais de 18 anos de experiência em gestão de patrimônio e passou por casas renomadas como Morgan Stanley, BTG Pactual, Safra e Santander. Ele é formado em Economia pela Tufts University e obteve seu MBA pela Tuck School of Business at Dartmouth College.
 
Para mais informações, ou se quiser uma avaliação do seu portfólio atual sem compromisso, favor entrar em contato no 305.676.1808 oumauro@abacus-adv.com

Brazilian-American Chamber of Commerce of Florida | P.O. Box 310038, Miami, FL 33231
Webinar: Fitch on ESG in Latin America 
12 November 2020 | 11:00 AM EST | 4:00 PM GMT



Please join us for a virtual panel discussion on how ESG plays an important role in Latin America, developing trends in the region, and regulatory changes. Andrew Steel, Global Head of Sustainable Finance at Fitch, moderates a panel of experts featuring Marcelo Feriozzi Bacci, CFO of Suzano; Jack Deino, Head of Emerging Markets Corporate Debt at BlackRock; and Sonja Gibbs, Head of Sustainable Finance at the Institute of International Finance (IIF), alongside Mervyn Tang, Global Head of ESG Research, and Fernanda Rezende, Senior Director, Fitch Brazil, to discuss prospects and challenges in the region.

Potential topics of discussion include:

  • How important is environmental, social and governance risk to credit ratings?
  • Suzano’s pioneering KPI-linked bond
  • How does Latin America stack up against its Emerging Market peers?
  • Global policy response to societal challenges in this pandemic-era and the fundamental shift towards sustainability
  • Coronavirus shifting the perception of sustainability
  • Integration of ESG investing
  • What types of projects in Latin America are most primed for such investment? 

Speakers:

  • Marcelo Feriozzi Bacci, Chief Financial Officer, Suzano
  • Jack Deino, CFA, Head of Emerging Markets Corporate Debt, BlackRock 
  • Sonja Gibbs, CFA, Managing Director and Head of Sustainable Finance, Institute of International Finance (IIF)
  • Andrew Steel, Global Head of Sustainable Finance, Fitch Ratings (moderator)
  • Mervyn Tang, Global Head of ESG Research
  • Fernanda Rezende, Senior Director, Brazilian Corporates
 
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FITCH CORPORATE HEADQUARTERS 

30 North Colonnade, Canary Wharf, London, E14 5GN 
300 W. 57th Street, New York, NY 10019