Fynsa
We continue to have a constructive medium-term view, as the market is differentiating quality and reversing excesses in assets with poorer fundamentals, and this will limit the downside to much greater declines than we have seen so far.
To understand how this new cycle may influence the economy and portfolios, we must separate what has become clearer from what remains uncertain.
China's technology sector has seen a year-to-date rally of more than 39%, nearly double that of the Nasdaq 100 in the US, and we believe that its strategic drive toward technological self-sufficiency and innovation is laying the foundation for this growth to continue.
Beyond the current economic situation, demand for healthcare services and products continues to be underpinned by very solid structural factors. In this context, the sector combines defensive resilience with a pipeline of sustained structural growth.
The classic 60/40 fixed income/equity formula is being challenged by a more complex environment. Institutional and sophisticated investors are increasingly incorporating alternative assets, with private debt being the first step in this evolution.
At Fynsa, we have been successfully managing discretionary portfolios for many years, so that our clients can spend their time on what matters most to them.
The potential common currency of emerging economies challenges the supremacy of the dollar. What repercussions would this move have on global financial markets?
The financial giant anticipates key changes in global markets, productivity growth and the impact of economic policies over the next 12 months.
With Donald Trump's victory, the federal debt continues to grow unchecked, a crucial issue that must be addressed.
The economy and an intensification of grassroots support would be some of the factors behind the historic win of now President-elect Donald Trump.
