Brazil 2026: Economy, Elections and a Shifting Global Order


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

  • Luis Fernando Lopes, Partner, Chief Economist and Strategist, Patria Investments (London)

  • 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:

  • Brazil’s structural strengths, including the resilience of its domestic market

  • The country’s position as a global commodities powerhouse

  • Emerging opportunities across multiple sectors

  • The implications of shifting trade alliances and evolving US–China relations

  • The growing influence of the Global South

  • 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.