Fynsa
The strategy has outperformed the market with lower volatility, validating a thesis that continues to be supported by attractive spreads, solid fundamentals, and ongoing opportunities in Chilean corporate bonds denominated in USD.
Market declines caused by geopolitical shocks should ultimately present buying opportunities.
In this new cycle, global private equity strategies with access to secondary markets, co-investments, and adequate diversification by vintage, sector, and geography appear better positioned to offer greater control over liquidity and duration, without losing exposure to quality assets.
The true value of rare earths lies not in their price - the total market is just over USD 6.5 billion - but in their ability to generate or halt billions in industrial production.
Diversify to move forward: a principle that is as relevant as ever
Rate declines yes, but not as fast and not as steep.
Monetary policy remains unchanged in a global environment marked by trade tensions. The Central Bank prioritizes prudence while domestic activity and inflation continue to show no clear signs.
Can the United States continue to finance the world at the expense of its productive backbone? If there is no restructuring, the alternative path is attrition and loss of influence.
It is always important to question whether investment success is a matter of skill or chance. Investing solely on the basis of past performance does not ensure future returns; the key is long-term consistency.
The German country's fiscal reform marks a radical change, with increased spending on defense and infrastructure, which could redefine its global economic position.
