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Portfolio Management
Credit Analysis
Loan Strategies
Market Analysis
Matheus Moraes
Matheus Moraes
Posts by Matheus Moraes
Credit spreads widen on increased recession risk
09/28/2025
Revisit strategic goals every few years
09/25/2025
Geopolitical risk premiums rise across sectors
09/24/2025
Analyze the impact of cosigner release on risk ratings
09/22/2025
Quantitative easing wind-down affects equity multiples
09/22/2025
Prioritize transparency with digital management tools
09/20/2025
Keep strategic reserves for market downturns
09/16/2025
Monitor frequency of new account openings
09/16/2025
Opt for partner programs for lower closing costs
09/10/2025
Factor in estate planning for multi-generational portfolios
09/10/2025
Consumer credit growth moderates in tightening cycles
09/07/2025
Review turnover rates to control tax implications
09/06/2025
Choose lines of credit over lump-sum loans for flexibility
09/01/2025
Analyze historic drawdowns to anticipate reactions
09/01/2025
Review split rate options for risk mitigation
08/28/2025
US-China tensions weigh on global risk sentiment
08/28/2025
Check for multiple credit card openings in a short period
08/26/2025
Leverage employer-sponsored lending programs
08/23/2025
Use automation to maintain regular reviews
08/18/2025
Track overdraft frequency on deposit accounts
08/16/2025
Monitor cash flows from all portfolio assets
08/14/2025
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