Podcast | Portfolio management and macro fundamentals

In this last episode before the summer, we dive into the fascinating and complex world of portfolio management with a macroeconomic fundamentals approach. In an era where volatility and uncertainty are constant in financial markets, it is crucial to understand the variables that truly influence long-term decision-making.

What are the fundamental variables that we should analyze to produce an accurate diagnosis 5-10 years ahead? In this session, we explore key aspects such as economic growth, interest rates, inflation, and fiscal and monetary policies, which are fundamental to building a robust and sustainable long-term investment vision. Analyzing these factors allows us to anticipate possible economic scenarios and adjust our investment strategies accordingly.

We also address the influence of expectations on our future and its prediction. Investors’ expectations, both rational and irrational, can have a significant impact on asset prices and market volatility. Understanding how these expectations are formed and how they can change in response to new data or events is essential to successfully navigate the markets.

Another critical point we discuss is how to calibrate the trade-off between profitability and risk. Portfolio management is not just about maximizing gains, but also about managing risks effectively; for this reason, we also explore various strategies to balance these two aspects.

To delve deeper into these complex topics and provide an expert perspective, we have the participation of David Cano Martínez, Managing Partner of AFI Inversiones Financieras Globales. With his vast experience and knowledge in investment management, David will help us shed some light on these critical issues.

You can now listen to us and follow us on: Spotify, Ivoox y Apple Podcasts

Thank you for listening to Be finance! If you want to get in touch with us or have any questions, write to us at befinance@bfs-ief.com