{"id":896,"date":"2012-10-03T09:39:48","date_gmt":"2012-10-03T07:39:48","guid":{"rendered":"http:\/\/blog.tressis.com\/?p=896"},"modified":"2023-10-17T08:14:16","modified_gmt":"2023-10-17T06:14:16","slug":"es-momento-de-invertir-en-renta-variable-europea-2","status":"publish","type":"post","link":"https:\/\/www.tressis.com\/ca\/blog\/es-momento-de-invertir-en-renta-variable-europea-2\/","title":{"rendered":"&#8220;Es momento de invertir en renta variable europea&#8221;"},"content":{"rendered":"<p><iframe title=\"\u00c1ngel de Molina. Director de an\u00e1lisis de Tressis S.V. en Estrategias Tv (21.09.12)\" width=\"960\" height=\"720\" src=\"https:\/\/www.youtube.com\/embed\/ESuLpV3Y1Mw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<p>&#8220;Las inyecciones de liquidez deber\u00edan tranquilizar los diferenciales de los bonos de pa\u00edses con problemas de financiaci\u00f3n, al mismo tiempo que puede provocar un aumento de Tires en los bonos de \u2018pa\u00edses refugio\u2019&#8221;, dice \u00c1ngel de Molina, director de an\u00e1lisis de Tressis.<\/p>\n<p>&nbsp;<\/p>\n<p>Pero, &#8220;las empresas que tienen unos negocios sanos y que tienen que refinanciar su deuda y, en un entorno de volatilidad y con incertidumbre, vamos a seguir encontrando oportunidades, tanto en los bonos coporativos de mayor calificaci\u00f3n crediticia, como en aquellos High Yield y alto rendimiento\u201d.<\/p>\n<p>&nbsp;<\/p>\n<p>\u00bfQu\u00e9 <strong>mercado se podr\u00edan beneficiar de estas inyecciones<\/strong>? \u201clos mercados de bonos, espa\u00f1oles e italianos especialmente, por ser los que m\u00e1s han sufrido\u201d. En EEUU, \u201clas inyecciones por parte de la Fed van a beneficiar a los activos de mayor riesgo, bien en activos corporativos, como en renta variable. As\u00ed como a los emergentes, tanto en renta fija, como variable\u201d.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>\u00bfEs momento ahora de mirar a Europa? <\/strong>\u201cS\u00ed, por dos razones: si el cambio de sentimiento se transmite a los mercados y hay un mayor apetito de riesgo, como la renta variable, Europa ser\u00e1 un sitio para estar, ya que la bolsa europea ha estado muy penalizada. Por otro lado, la renta variable europea se encuentra con un diferencial brutal con otras bolsas. Si somos capaces de seleccionar las compa\u00f1\u00edas con mayor calidad vamos a obtener unos muy buenos rendimientos en el corto plazo\u201d.<\/p>\n<p>&nbsp;<\/p>\n<p>Para invertir en Europa apuesta \u201cprincipalmente por la<strong> renta variable<\/strong>. Aunque los bonos investment grade han sufrido mucho y tiene sentido que lo hagan mejor. Elegir\u00edamos los fondos de inversi\u00f3n que invierten con mayor convicci\u00f3n en compa\u00f1\u00edas de mayor calidad\u201d.<\/p>\n<p>&nbsp;<\/p>\n<p>\u201cLos <strong>emergentes<\/strong>, a pesar de mostrar una ralentizaci\u00f3n de su crecimiento, lo cierto es que son los que crecen. Adem\u00e1s, los programas de est\u00edmulo econ\u00f3micos pueden hacer que los activos de riesgo se vean beneficiados, como la renta variable\u201d.<\/p>\n<p>&nbsp;<\/p>\n<p>De Molina destaca \u201cque <strong>hay que ser selectivos <\/strong>con las emisiones y los equipos de gesti\u00f3n de fondos\u201d. As\u00ed pues se queda con los fondos \u201cFranklin European Growth o Allianz Europe Equity Growth en renta variable europea; Morgan Stanley US Advantage o Robeco USA Premium en renta variable de EEUU; Carmignac Patrimoine o Pimco Multi Asset en activos mixtos: Templeton Global Bondo Pimco Diversified Income o M&amp;G Optimal InCome\u201d.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; &#8220;Las inyecciones de liquidez deber\u00edan tranquilizar los diferenciales de los bonos de pa\u00edses con problemas de financiaci\u00f3n, al mismo tiempo que puede provocar un aumento de Tires en los bonos de \u2018pa\u00edses refugio\u2019&#8221;, dice \u00c1ngel de Molina, director de an\u00e1lisis de Tressis. &nbsp; Pero, &#8220;las empresas que tienen unos negocios sanos y que tienen [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[7],"tags":[],"class_list":["post-896","post","type-post","status-publish","format-standard","hentry","category-estrategias"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>&quot;Es momento de invertir en renta variable europea&quot;<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.tressis.com\/ca\/blog\/es-momento-de-invertir-en-renta-variable-europea-2\/\" \/>\n<meta property=\"og:locale\" content=\"ca_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"&quot;Es momento de invertir en renta variable 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