Pedro Garnica and André Pereira, from Alantra Equities, point to a cycle turn: “It’s a good time to look beyond the United States and rediscover areas that have been off the radar for years, such as Spain”. For these experts, Spanish equities offer a unique attraction thanks to the dynamism of its economy, the good performance of the banks and the exposure to megatendencia that will shape the future, from electrification to defense and digitalization. Indra, Redeia, Endesa or Merlin Properties are examples of companies called to capitalize on these transformations.
From DiverInvest, Pablo Cavaller recognizes the improves in Europe, but maintains that the United States will continue to lead innovation and technological disruption. “The growth potential in technological disruption is much higher than in Europe”he points out. For this reason, their portfolios are supported by large North American companies, resilient in times of uncertainty, while incorporating future sectors such as cybersecurityincreasingly necessary in a digital world, and the quantum computingstill incipient but with a disruptive horizon. Additionally, DiverInvest begins increase are exposure to Asiawhich he defines as “a sleeping giant with enormous revaluation potential”.
For its part, BBVA Asset Management, through its head of global strategy Joaquín García Huerga, identifies three areas with a strong long-term path: healthcare, technology and artificial intelligence. “Healthcare, artificial intelligence and technology will set the pace of economic growth and open new investment opportunities in the next decade”he assures. Added to this are the energy transitionwhich will continue to drive the utilitiesand the demographycon India and the anglo-saxon countries as winners against aging Europe, Japan and China.
The three visions come together in a clear message for the investor: Diversification is more necessary than ever. Europe and Spain They emerge as attractive destinations after years in the background; USA retains its driving role innovative and technological; y Asia appears on the horizon as a strategic bet for the future. All this under a common denominator: Identify and position yourself in megatrends that will transform the world economy in the next ten years.
New Newsletter and WhatsApp channel for professionals
Investment Strategies launches its canal de WhatsApp Asset Managersaimed at investment professionals, private bankers, fund selectors and distributors, and financial sector professionals.
You can also sign up for free so that every Wednesday you receive our newsletter with exclusive content for professionals.