XP shifts portfolio: boosts post-fixed, cuts pre-fixed, overallocates foreign equities

Following the election, XP's asset allocation team increased the weight of post-fixed instruments by up to 9.5 percentage points, reduced pre-fixed exposure, and began overallocating international equities while keeping dollar portfolio weights unchanged. This reflects a view of higher short-term rates and currency stability, with a strategic tilt toward global growth.

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