You cannot talk about investment opportunities without looking at Asia, because that is where the world’s growth will come from in the coming years, especially China. However, the economy is one thing and the markets another. Therefore, it is necessary to look at the region by country, not as a whole, and the positioning is clear: variable income for more aggressive profiles and emerging global for the most conservative ones.
This is one of the conclusions of the discussion panel on Asia that we held last May, and in which not only were we talking about investment opportunities, but there was also time for a chef to prepare real Asian delicacies.
This week we have also talked about fixed income and the opportunities that we can find in 2024 in this market with Peter Bentley, head of global and British credit at Insight Investment (BNY Mellon). As he highlights, “European investment grade is still attractive compared to high yield.” And in comparison to the American one? You can find the answer in this link.
Making the jump to equities, much of the markets’ interest remains focused on a relaxation of inflationary tensions that could pave the way for rate cuts. We analyze the stock sectors that could obtain better results in this scenario.
If you focus on the real estate sector, after a tumultuous period for the markets, marked by the rapid increase in credit spreads and high borrowing costs, the latest signs are beginning to suggest that we are approaching a point of inflection. With credit spreads narrowing, swap rates stabilizing and fixed income markets reopening, is the European listed real estate sector ready for recovery? Olivier Hertoghe, manager of DPAM, analyzes the reasons why he believes so.
And the lowering of interest rates by the ECB favors the business of the real estate sector and SOCIMIs in several ways. With the help of analyst María Mira, we propose an ETF to participate in the potential of this sector.
Index funds are an investment product that has been gaining more and more followers among Spanish and European investors. However, how much do you know about them? We analyze what index funds are, why they are growing so much and which ones exist.
Remember that training is always important when investing. Learn to invest in the stock market and manage your assets.
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