Fynsa
Rising fuel prices will lead to higher inflation in the short term, but year-end forecasts will depend largely on how the conflict in the Middle East unfolds.
Global uncertainty and Central Bank decisions have redefined the local landscape. In this environment, peso instruments emerge as an attractive alternative for investors.
After years of uncertainty and underperformance, local assets are once again standing out. The Chilean market is positioned as one of the most attractive globally.
With inflation more persistent than anticipated, UF-indexed strategies are the key to maximizing returns.
These funds dynamically adjust the composition of portfolios according to the age of the members, better aligning investments with the individual's life cycle and risk profile.
Based on historical averages, the economy could normalize, but political discussions and lack of market dynamism complicate the outlook.
Local assets continue to offer an attractive risk/return ratio
We maintain our preference for a short duration strategy with high indexation to the UF.
The start of the monetary easing cycle will accelerate the shift of portfolios from IIF to IRF. Interest rate levels and accruals boost the value of the short end of the yield curve, but UF-denominated instruments are becoming more attractive, especially for terms of 2 to 5 years.
