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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Perspectivas Macro Mensuales — Septiembre de 2024
A medida que el crecimiento mundial se desacelera, los inversores prevén que los efectos positivos de la flexibilización monetaria se dejarán sentir a principios del a?o próximo. Sin embargo, los aterrizajes suave son difíciles de prever, ya que los primeros signos de desaceleración no son muy diferentes de los de un deslizamiento hacia la recesión.?
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?Son las bajadas de tipos sinónimo de oportunidades?
Aunque tanto el BCE como la Fed acaban de empezar a normalizar sus políticas monetarias, el ritmo y la magnitud de este movimiento permanecen inciertos en vista de los fundamentos económicos. ?Cómo abordar este nuevo entorno? Nos lo explican Emmanuel Petit y Philippe Lomné, gestores de R-co Conviction Credit Euro.
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Las empresas mineras de oro, otra forma de aprovechar la revalorización del metal precioso
En un contexto de intensificación de las tensiones geopolíticas, el oro físico goza de un gran atractivo para los inversores. ?Es esta dinámica igual de rentable para las empresas mineras? Charles-Edouard Bilbault, gerente de R-co Thematic Gold Mining, comparte sus perspectivas.?
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Tertulia de mercados: el empleo en EEUU y la inflación en Europa, citas clave de la semana
Vea el análisis de mercado en la tertulia Capital Intereconomía.
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Source : Rothschild & Co Asset Management, 30/09/2024.
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