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Research

In the course of its Global Macro investment activities since 2002 arsago has been both conducting in-house economic research and mandating external providers with providing insights on markets and opportunities. Until recently most of this research was treated as company confidential.

In the wake of strategically expanding into Latin America we have decided to share some of our insights with our investors and broaden our our discourse with other industry participants by regularly publishing our thoughts.

Our dedicated market strategist is a member of the Global Macro team and focuses his efforts exclusively on reassessing the global markets, analysing risks and identifying investment opportunities beyond the beaten path. He is in constant dialogue with seasoned internal investment professionals and a broad network of industry contacts.

The insights of the research unit feed into arsago's business strategy and each and ultimately into every portfolio advised by the company.

Please find below recent research publications:

UPDATED - Brazil October 2011
PDF (1.1mb), November 2011 English Deutsch

4 November 2011

UPDATED - Global Macro Picture - B vs RIC
PDF (2mb)

1 April 2011

UPDATED - Brazil's Virtuous Circle
PDF (370kb)

1 April 2011

Conference Call Transcript:
Insight into the shifting fiscal position in Brazil
PDF (226kb)

28 March 2011

Brazil's Virtuous Circle
PDF (370kb)

1 February 2011

UPDATED - Global Macro Picture - B vs RIC
PDF (2mb)

1 February 2011

Fiscal spending cuts announced in Brazil
PDF (89kb)

1 December, 2010

Brazil Political Update
PDF (184kb)

28 November, 2010

Implications of Dilma Rousseff's victory
PDF (188kb)

1 November, 2010

Global Macro Picture - B vs RIC
PDF (3mb)

October 2010

Brazil's Virtuous Circle
PDF (565kb)

September 2010

B versus RIC - And Global Macro Outlook
PDF (6.8mb)

September, 2010

Brazil- A pillar of stability
PDF (148kb)

September, 2010

The case for Brazil
PDF (2mb)

August 2010

Resources

UPDATED - Brazil Outlook 2012
PDF (1.1mb), Jan 2012

UPDATED - Latest manager comment
PDF (109kb), Nov 2011

UPDATED - Product Sheet October 2011
PDF (125kb), Nov 2011

UPDATED - Brazil October 2011
PDF (1.1mb), November 2011 English Deutsch

Brazil's Virtuous Circle
PDF (370kb), April 2011

Implications of Dilma Rousseff's victory
PDF (188kb), 1 November, 2010

B versus RIC - And Global Macro Outlook
PDF (6.8mb), September, 2010

Research contact
arsago capital partners AG
Gus Drew
Limmatquai 1 / Bellevue
8001 Zürich
Switzerland

Phone:  +41 44 515 00 10
Fax:      +41 44 515 00 11
Email:   research(at)arsago.com