In the second episode of Janela de Mercado (Market Window) , NeoFeed interviewed Betina Roxo, chief strategist at Apex, about how investors should position themselves in the face of a 2026 that promises to be marked by high volatility.
According to her, the coming year brings a set of uncertainties: the trajectory of interest rates in Brazil and the United States, fiscal developments, the effects of artificial intelligence on global markets and, as an additional factor, the Brazilian electoral calendar.
To navigate this scenario, Betina argues that the key lies in the quality of assets. Companies with recurring cash flow, a good dividend track record, and low leverage are gaining relevance, especially in sectors with greater predictability of results.
Despite the recent rally in the Ibovespa, the strategist believes that the Brazilian stock market is still trading at discounted multiples and may have room for further gains.
Check out the video above to see which sectors Betina Roxo recommends for investment in 2026.
