We maintain our preference for a short duration strategy with high indexation to the UF.
Both large technology companies, known as BigTechs, and startups that use disruptive technologies to deliver financial products and services, known as FinTechs, have broken into the market previously dominated exclusively by banks. Their success has been the result of their customer-centric models, coupled with the general public's low confidence in the banking system as a result of the financial crisis of 2007-2008. But now, what is left of this Fintech wave?
Each stage of life presents different financial challenges and opportunities. It is essential to adapt investment strategies to changing circumstances and seek expert advice to make informed decisions.
Finance departments have significantly improved their performance in recent years and have significant room to continue their transformation, according to consulting firm McKinsey.