22. La gestión de carteras y los fundamentos macro - David Cano

from Be finance: nuevas tendencias financieras · host Barcelona Finance School

En nuestro episodio previo al verano nos sumergimos de lleno en el mundo de la gestión de carteras con un enfoque de fundamentos macro. ¿Cuáles son pues esas variables ‘fundamentales’ que deberíamos analizar para producir un diagnóstico certero a 5-10 años vista? ¿Cómo influyen las expectativas en nuestro futuro y en la predicción del mismo? ¿Cómo calibrar el trade-off entre rentabilidad y riesgo? Contamos con la participación de David Cano, Socio Director de Afi Inversiones Globales, quien nos ayudará a arrojar algo de luz sobre estos temas. Recursos mencionados: Afi inversiones Globales Libro: Fundamentos de economía financiera Para saber más: Cursos: Barcelona Finance School ___ ¡Gracias por escuchar Be finance! Si quieres ponerte en contacto con nosotros o resolver alguna duda, escríbenos a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ o visita nuestra web ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.barcelonafinanceschool.com⁠

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This episode was published on July 15, 2024.

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