Visión y Convicciones
Bienvenido a la primera edición del a?o de nuestra newsletter “ Visión y Convicciones ” de Rothschild & Co Asset Management.
Compartimos con ustedes nuestro análisis de los mercados de renta variable y renta fija para el 2024, así como las perspectivas de nuestros gestores de fondos.
En esta ocasión destacamos:
?
1 - Perspectivas 2024 - Valor range
Al comienzo de este a?o especial, que marcará el 30o aniversário de la gama Valor, Yoann Ignatiew, Managing Partner y Responsable de la gama Valor, comparte sus perspectivas para los próximos meses y las opciones de asignación resultantes.
?
?
2 – “Everyone has a plan until they get punched in the mouth”
Aunque se esperaba que 2023 fuera el a?o de la recesión, aún estamos relativamente lejos de ese escenario. A principios de este a?o, los inversores parecen respaldar mayoritariamente el escenario "Ricitos de oro", que nos parece excesivamente optimista.
?Qué clase de activos podría salir ganando en 2024? ?Cómo deberíamos posicionar nuestras carteras para empezar el nuevo a?o? Consulte aquí el Análisis Valor 2023 y las Perspectivas 2024.
?
?
3 – Estrategia de renta fija: análisis 2023 y perspectivas 2024.
El aterrizaje de las políticas monetarias de los bancos centrales seguirá siendo el acontecimiento clave del a?o 2023. Sin embargo, la confirmación del ciclo desinflacionista sigue sembrando dudas en cuanto al ritmo y la sostenibilidad de esta bajada sin generar una alteración económica importante.
领英推荐
?Es posible un aterrizaje perfecto en 2024? La hipótesis es todo menos segura...
Haga clic aquí para consultar el Análisis 2023 y las Perspectivas 2024 de nuestra estrategia de renta fija.
?
?Le ha gustado el contenido de esta newsletter?
Siga a Rothschild & Co Asset Management en LinkedIn.
Visite nuestro sitio web.
?
Disclaimer
Advertising communication.
Investing in any of the mentioned funds above involves risk, including loss of capital. To find out more about the risks associated with this fund, please refer to its prospectus, available on our website.
?
All rights reserved. This post should not be considered as an investment or tax advice, or as an investment recommendation from Rothschild & Co Asset Management. The data mentioned in this document may change at any time. Although this document has been prepared with the greatest care from sources that Rothschild & Co Asset Management believed to be reliable and in good faith, no representation or warranty, express or implied, is made as to information accuracy or completeness, which is indicative only. The information does not presume the suitability of the UCI presented to the profile and experience of each individual investor. In case of doubt, we recommend that you contact your financial or tax advisor. Before any investment, please imperatively read the key investor information document (KIID PRIIPS) and prospectus of the UCI carefully, especially its section relating to risks. Any investment is always subject to risk. Before investing, each investor must ensure the jurisdictions in which the UCI is registered. The KIID, the full prospectus as well as the net asset value (NAV)/net inventory value (NIV) are available on our website: www.am.eu.rothschildandco.com. The information presented is not intended to be disseminated and does not constitute in any way an invitation for US nationals or their agents. The units or shares of the UCI presented in this document are not and will not be registered in the United States pursuant to the U.S. Securities Act of 1933 as amended ("Securities Act 1933") or admitted under any law of the United States. These units or shares may neither be offered, sold in or transferred to the United States (including in its territories and possessions), nor directly or indirectly benefit to a “US Person” (within the meaning of Regulation S of the Securities Act of 1933) and equivalent persons (as referred to in the US "HIRE" Act of 18 March 2010 and in the FATCA provisions).
?
Rothschild & Co Asset Management, organized under the laws of France, registered with the Trade and Companies Register of Paris RCS Paris 824 540 173. A management company licensed by the Autorité des Marchés Financiers under N° GP 17000014, having its registered office 29, avenue de Messine, 75008 Paris, France.