Fynsa
With inflation on the decline, economic growth, and a more favorable political climate, Argentina is entering 2026 with better prospects for consolidating its stabilization process.
Rate declines yes, but not as fast and not as steep.
Opportunities in bank bonds look attractive for 2025, with a favorable macroeconomic environment and strong sector fundamentals in both the U.S. and Chile.
Emerging market maturities and Treasury rate movements require a strategic approach to manage flows and adjust portfolios in a high demand environment.
With Fed rate cuts on the horizon, incorporating duration risk makes the most sense
In our 2024 Asset Allocation Outlook, bonds emerge as a prominent asset class.
Historically, fixed-income securities begin to outperform cash before the Federal Reserve reaches its peak interest rate.
Higher interest rates put pressure on valuations during 2022, but the focus will now shift from valuations to corporate earnings in an increasingly challenging macro environment.
