Visión y Convicciones
Bienvenido a la última edición mensual de nuestra newsletter "Visión y Convicciones" de Rothschild & Co AM. Esperamos que esta selección de artículos de nuestros gestores de fondos le proporcione información valiosa para ayudarle a tomar sus decisiones de inversión.
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Visión mensual macro
Aunque el crecimiento mundial se ha mostrado resistente al endurecimiento de las políticas, han surgido divergencias significativas entre países, y el resultado de las elecciones estadounidenses ha aumentado los riesgos de que esa tendencia se amplifique. Además, al optar por no actuar sobre la base de ninguna hipótesis acerca de lo que podría promulgar la administración estadounidense entrante, combinado con los largos y variables desfases de la política monetaria, la Fed tendrá dificultades para contener las consecuencias económicas de las prioridades de Donald Trump.
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R-co Valor Balanced: Entre la relajación de las políticas monetarias, las tensiones geopolíticas y la nueva coyuntura estadounidense, ?cómo sacar partido de la situación?
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En un entorno económico complejo y cambiante, R-co Valor Balanced destaca como una solución adecuada para los inversores que buscan un equilibrio entre rentabilidad y gestión del riesgo, delegando al mismo tiempo las decisiones de asignación de activos en expertos que supervisan diariamente los mercados. Elsa Fernández, especialista de producto, responde a nuestras preguntas:
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2o Aniversario en Espa?a
Hace ahora dos a?os que abrimos nuestras oficinas en Espa?a. FundsPeople estuvo con nosotros para hablar de nuestras ambiciones y perspectivas para 2025.
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Disclaimer
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Source : Rothschild & Co Asset Management, 30/11/2024.
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.