10+ | Dividendos extraordinários, queda do petróleo e FIIs para investir

XP Research Top 10 conteúdos que você não pode deixar de ver. Confira toda semana uma seleção de conteúdos essenciais, feita pela nossa equipe, para você estar sempre atualizado/a sobre o que aconteceu de mais importante nos mercados e investir cada vez melhor. 1. Reforma do IR: pagamento de dividendos extraordinários pode ser significativo no Brasil A aprovação da reforma do Imposto de Renda pela Câmara dos Deputados em 1º de outubro criou um forte incentivo para que as companhias brasileiras antecipem anúncios de dividendos antes do final de 2025. Neste relatório, consideramos três cenários para identificar quais empresas têm capacidade de antecipar pagamentos de dividendos. Acesse aqui. 2. Pesquisa com assessores XP: alocação em ações começa a aumentar Nesta edição da nossa pesquisa com assessores filiados à XP, observamos um crescimento nos níveis de alocação em renda variável, apesar de um pequena queda na intenção de aumentar exposição. Confira outros destaques do levantamento. 3. Petróleo barato, ouro caro e dólar fraco? Com Bruno Cordeiro, da Kapitalo | Expert Talks Ciclo de juros no Brasil e no mundo, eleições presidenciais, petróleo e IA: o que os mercados guardam para os próximos meses? Na estreia do novo formato, o Expert Talks recebe Bruno Cordeiro, diretor e sócio da Kapitalo Investimentos, para uma análise completa dos temas que devem conduzir as discussões daqui em diante. Assista. 4. Petrobras | Novo plano de negócios para 2026-30 A Petrobras divulgou seu novo plano de negócios quinquenal (2026-2030), como tradicionalmente faz no final de cada ano. O plano ficou amplamente em linha com nossas estimativas, apresentando uma curva de produção mais alta e investimentos mais baixos em relação ao plano de negócios anterior (2024-2029). Confira nossa análise completa. 5. Destaques da COP30: O que você precisa saber A COP30, cúpula climática da ONU, foi concluída em meio a intensas pressões geopolíticas, logísticas e da sociedade civil, que moldaram as discussões. Ainda assim, a COP30 trouxe avanços significativos em áreas estratégicas – especialmente financiamento, adaptação e mecanismos de proteção florestal – embora tenha ficado aquém em outras, incluindo a eliminação gradual dos combustíveis fósseis e as negociações do Artigo 6. Veja o relatório nesse link. 6. Ações da Bolsa brasileira que nunca deram prejuízo: confira o estudo completo Neste ebook, nossos especialistas reuniram um levantamento sobre as ações de empresas que nunca registraram prejuízo em seus resultados, um movimento que demonstra não apenas resiliência, mas também excelência na gestão e solidez dos negócios. Saiba mais. 7. Fundos imobiliários em ciclos de juros: onde investir? | XP da Questão Será que investir em fundos imobiliários durante os ciclos de queda da Selic é a melhor estratégia? Nesse episódio do XP da Questão, Marx Gonçalves, head de fundos imobiliários do Research da XP, analisa a influência da taxa de juros futura para o setor e recomenda quatro boas oportunidades de investimento. Assista aqui. 8. Ultrapar (UGPA3) | A Ultrapar vai comprar a Rumo? O site de notícias Brazil Journal informou que a Ultrapar adquiriu uma participação de cerca de 5% na Rumo (RAIL3). Embora essa informação ainda não tenha sido confirmada, acreditamos que é improvável que a Ultrapar pare em uma participação de 5%. Neste relatório, realizamos um exercício teórico para avaliar as várias implicações para a Ultrapar se ela comprasse uma participação de até 30% (a mesma detida pela Cosan). Acesse nossa análise. 9. Fundos internacionais com grandes gestoras: por que investir no exterior? O Global Conference 2025, evento exclusivo voltado a alocadores, clientes e parceiros XP, reuniu grandes especialistas dos mercados globais para discutir as principais temáticas e estratégias de investimentos em fundos internacionais. Reunimos os principais pontos abordados. Confira. 10. Os desafios da política monetária no Brasil e nos Estados Unidos | Econocast 120 No episódio, a economista Luíza Pinese conversa com Caio Megale, economista-chefe da XP, sobre as perspectivas para a política monetária no Brasil e nos EUA. A conversa explora os sinais recentes da economia americana, que levaram o Federal Reserve, banco central americano, a retomar o ciclo de cortes. Os especialistas também analisam o cenário brasileiro, onde a economia dá sinais de desaceleração, mas o mercado de trabalho segue robusto. Assista nesse link.   Confira os destaques da semana Disclaimer 1) This report was prepared by XP Investimentos CCTVM S.A. 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