El oro es un activo interesante a tener en cartera, pero no a cualquier precio. La corrección puede ser una oportunidad, pero eso depende de dos cuestiones muy concretas: lo que haga el dólar y cuál sea la moda a partir de ahora
Los políticos no son un elemento fundamental del crecimiento económico. Ni para bien, ni para mal. Hay factores mucho más importantes
En 2026, el acierto o el fracaso de la estrategia de inversión va a depender de acertar o equivocarse en la dirección de la inflación
Como dice Alsina, déjenme que les cuente una historia, que es muy corta. Y añado: que, además, puede serles de gran utilidad si son clientes de banca privada o piensan serlo en el futuro
Las recientes caídas en valores ligados a avances tecnológicos abren oportunidades para invertir en sectores, empresas y regiones con alto potencial de crecimiento impulsado por la revolución digital y energética
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