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Paulo Salazar - Head of Emerging Markets Equity | Candriam
About

Paulo Salazar

Head of Emerging Markets Equity

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Head of Emerging Markets Equities since 2022 and Co-Head from 2021 to 2022, Paulo Salazar has been with Candriam's EM Equities Team since 2015, as both a Portfolio Manager and a Senior Equity Research Analyst.

Prior to joining Candriam, Paulo worked as a private equity associate at The Riverside Company and as an equity research analyst at firms including Equitas and Banco Itaú. He has been involved in the financial markets since 2006, covering several industries in Latin America, the US, and elsewhere.

Paulo earned his BBA in Corporate Finance and Financial Markets from FGV-EAESP in Sao Paulo and studied Finance in University of California, Berkeley.

Discover the latest articles by Paulo Salazar

Paulo Salazar, Emerging Markets, Equities, Emerging Markets Equities

Are emerging markets becoming a source for resilience?

For decades, investors tended to view the world through a consistent lens; developed markets offered stability, while emerging markets offered the potential for rapid growth, albeit with greater volatility and risk. That distinction is becoming less obvious.
Paulo Salazar, Emerging Markets, Equities, Geopolitics

De-escalation reinforces the case for emerging markets

The US-Iran framework deal announced on Sunday and the broader de-escalation that it offers reinforces a macro backdrop that should be attractive for emerging markets (EM). We believe that if this agreement succeeds, the potential for lower geopolitical risk, softer oil prices, easing inflation pressures and a weaker USD provide a constructive environment for EM.
Outlook 2025, Christopher Mey, Paulo Salazar

Is China ready for another Trump fight?

With Donald Trump returning to the White House in 2025, his second term is likely to see a resurgence of tariffs and export restrictions among other things, raising concerns about China's ability to withstand a resurgence of 'America First' policies.
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