Fynsa
There are still opportunities, but the focus should remain on the search for investment grade opportunities in the region, to the detriment of high yield.
To the reduction of political-institutional risks and highly discounted valuations, we can now add the expectation of aggressive monetary easing going forward.
It is quite likely that we will have a good performance in terms of returns in investment portfolios, both in fixed income and equities, in the second half of the year.
"In our first three years of track record, the Fund has been able to outperform the market in all rolling twelve-month periods," says José Joaquín Prieto, Fynsa's Investment Manager.
