Fynsa
"In our first three years of track record, the Fund has been able to outperform the market in all rolling twelve-month periods," says José Joaquín Prieto, Fynsa's Investment Manager.
The main question the market is asking after the January CPI is whether this surprise puts the decline in inflation at risk.
Our biggest question mark is that a soft landing scenario is already largely built into prices and we don't see much reason for risk assets to continue to rise, amid higher rates and still hawkish language from several FOMC members.
Before drawing hasty conclusions, it is necessary to analyze the trends reflected in these cycles with negative periods.
Half of the experts surveyed on the subject believe it will happen before 2061.
