Brazil 2026: Economy, Elections and a Shifting Global Order
The Financial Services Committee of the Brazilian Chamber of Commerce in Great Britain was pleased to host this timely webinar, Brazil 2026: Economy, Elections and a Shifting Global Order.
In this forward-looking discussion, two of Brazil’s leading economists examined the outlook for the Brazilian economy in 2026, offering analysis at a pivotal moment in the country’s economic and political cycle.
The full recording is available below.
This 75-minute session provided valuable insights for investors, financial institutions, corporates, and stakeholders seeking to better understand both the risks and opportunities facing Brazil in the year ahead.
Speakers
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Luis Fernando Lopes, Partner, Chief Economist and Strategist, Patria Investments (London)
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Constantin Jancso, Economist, Banco Bradesco (São Paulo)
The session was moderated by Simon Davies, Head of the Chamber’s Financial Services Committee.
Key Themes Discussed
The speakers explored:
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Brazil’s structural strengths, including the resilience of its domestic market
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The country’s position as a global commodities powerhouse
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Emerging opportunities across multiple sectors
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The implications of shifting trade alliances and evolving US–China relations
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The growing influence of the Global South
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What to expect from Brazil’s 2026 election year and its potential economic impact
Particular attention was given to Brazil’s role within a changing geopolitical landscape and how global realignments may shape its strategic direction and international standing.
This webinar marks the first in a series of presentations to be delivered throughout 2026 by the Brazilian Chamber of Commerce in Great Britain. The series is designed to keep members and interested stakeholders informed during a significant year for Brazil, with expert perspectives on economic, political, and global developments as they unfold.