This week we have looked at the current geopolitics to understand the context at a time when Donald Trump’s return to the White House has put the markets up the markets. From Geopolitical Insight, Bernardo Navazo draws us a future in which there will only be 2 large superpowers, the US and China. The greatest value in Europe will not be allying or opting for any of them.
At the moment, the truth is that Trump is unleashed, increasing the doses of what already brought in his previous mandate: commercial protectionism, vehement speeches and a calculated generation of uncertainty that affects markets. But is there a strategy behind all this?
Precisely, in Fidelity’s last survey, expectations are explored before the new US administration, in addition to issues such as the divergence that has emerged between economies, between sectors and from one company to another, also contributing ideas about AI or China.
Juan Hernando, Advisory Director of Morawealth, warns that in the coming months you can maintain volatility and uncertainty, but remember that the market fund is not bad if the variable income is served.
For his part, Carlos de Andrés, sales director at Wisdom Tree for the Iberia market analyzes the opportunities left by the defense sector.
This week we have also spoken with Leonardo López, director for Spain and Latam de Oddo BHF, about the manager’s journey in its 9 years of life, the objectives for the future and strategic vision in a constantly changing market. «The 60/40 portfolio will make it. It makes a lot of sense with downward types, an interesting car and with a positive perspective for the bag,» he says.
Jumping to the other great world potential, China was precisely one of the most discussed themes in a recent discussion table about Asia. The second largest economy in the world prepares to take off. Bet on the region or play from outside?
And what does India offer? Many investors had not entered this market in recent years due to excessive valuations, for the last falls have changed the panorama. We tell you the best investment alternatives for the country.
OPPORTUNITIES IN FIXED INCOME
Fixed income can be an alternative in times of global uncertainties such as current. In our “Tactical and Strategy Breakfasts” space we have focused on subordinate, corporate and financial debt, a market that has grown remarkably in recent years thanks to those investors seeking profitability.
Pedro Santuy, Sales Director of ETF and indexed by BNP Paribas AM, also emphasizes that «the fixed -income ETFs market has enormous potential.» Although the volume of fixed income ETFs is significantly lower than that of variable income, the global fixed income market is actually larger. This implies a considerable margin for the growth of ETFs in this segment.
Finally, remember that training is essential to perform in financial markets. Discover our webinaries and free courses to learn to invest in the stock market, investment funds, ETFs and cryptocurrencies.