Economic recovery, an improvement in the terms of trade, monetary easing, and social security cash flows offer Chilean stocks high medium-term profit potential.
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.
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.
To the reduction of political-institutional risks and highly discounted valuations, we can now add the expectation of aggressive monetary easing going forward.