Fynsa
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.
In the second edition of our online event, we analyze how the current economic and political context opens space for active strategies in fixed income and equities, focusing on our funds Fynsa Total Return and Fynsa Deuda Chile.
From 2023 to date, the DaP rate has dropped by half. In this context, the call is to look for more profitable alternatives.
Global uncertainty and Central Bank decisions have redefined the local landscape. In this environment, peso instruments emerge as an attractive alternative for investors.
Our best recommendation remains greater regional and sector diversification. Also consider increasing your fixed income exposure.
In a market where finding yields is becoming increasingly challenging, perpetual bonds can offer an attractive alternative for investors.
While the degree of attractiveness of the "0.50 per month" DAP is at one's discretion, the option of lengthening the curve is worth considering.
In our 2024 Asset Allocation Outlook, bonds emerge as a prominent asset class.
For the time being, it is hard to think that the market alone will continue with rate rallies without a more committed Fed on the way to easing interest rates.
