In a year marked by fiscal uncertainties, elections on the horizon, and doubts about the pace of interest rate cuts, investors enter 2026 searching for companies capable of navigating more turbulent scenarios without compromising results.
In an interview with Janela de Mercado , a NeoFeed program that gives voice to leading equity analysts and strategists, Gustavo Harada, partner responsible for asset allocation at Blackbird, recommends a portfolio that balances risks across sectors.
Although the stock market has benefited from the return of foreign capital flows, he points out that, in times of greater uncertainty, blue chips tend to gain space in portfolios. These are consolidated companies with high market value, high liquidity, and consistent cash generation capacity—characteristics that help reduce volatility and provide more predictability to investments.
Within this universe, Harada highlights five names that, in BlackBird's view, have the potential to stand out in 2026. Watch the video to learn about the expert's selection, which seeks to balance exposure between sectors more sensitive to the economic cycle and companies with a more defensive profile.
