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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La inevitable volatilidad como fuente de oportunidades en los mercados de renta fija
Las ambiciones del nuevo Presidente estadounidense y la debilidad de Europa tienden a crear fuertes diferencias en las perspectivas macroeconómicas a uno y otro lado del Atlántico. En este entorno, un enfoque flexible y receptivo de los mercados de renta fija será clave para aprovechar las oportunidades que puedan surgir de decisiones con efectos contradictorios en distintas regiones.
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Cómo hacer frente a la nueva guerra comercial de Donald Trump
Durante los próximos cuatro a?os, la propensión del 47o Presidente de Estados Unidos a las luchas permanentes por el poder alimentará las incertidumbres que rodean la dinámica económica mundial. Con su asignación internacional, R-co Valor está necesariamente expuesta a estas convulsiones. Cómo abordar este nuevo entorno y hacer frente a la nueva guerra comercial declarada por Donald Trump?
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Monthly Macro Insights — Febrero de 2025
Un conflicto comercial con los socios económicos más cercanos de EE. UU. podría comenzar pronto, y todo indica que estas acciones son el inicio de una guerra comercial en expansión. Se desconocen todas sus consecuencias, pero el coste de la incertidumbre podría ser elevado y aumentar el riesgo de estanflación.
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Source : Rothschild & Co Asset Management, 31/01/2025.
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.