Analytický radar: Tomáš Vlk a Braňo Soták o tom, jak inve...

What this episode covers

Jak investovat v roce 2025? Analytici Patrie Tomáš Vlk a Braňo Soták doporučují v tomto díle podcastu několik klíčových strategií. Vzhledem k očekávanému zavedení cel ze strany Trumpovy administrativy je důležité zaměřit se na sektory, které budou těžit z domácí produkce a fiskálních stimulů, jako jsou malé a střední firmy, tradiční průmysl, energetika a banky. Big Tech zůstává důležitý, ale nové investiční příležitosti je třeba hledat i mimo tento sektor. Analytici také upozorňují na rizika spojená s inflací a měnovou politikou, doporučují proto držet dluhopisy spíše na krátkém konci křivky. Pro regionální diverzifikaci lze uvažovat o expozici na Čínu a Argentinu, přičemž Evropa je podle analytiků v současné době méně atraktivní. Vzhledem k vysoké volatilitě trhů je důležité se zajistit proti extrémním rizikům, například pomocí opcí. Celkově je třeba být opatrný a flexibilní, přizpůsobovat portfolio aktuálním ekonomickým a politickým podmínkám. Chcete se dozvědět více? Stáhněte si celý záznam webináře v naší Škole investora (Investiční výhled Patria Finance pro rok 2025).

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Frequently Asked Questions

How long is this episode of Patria Podcasts?

This episode is 1 hour and 21 minutes long.

When was this Patria Podcasts episode published?

This episode was published on January 17, 2025.

What is this episode about?

Jak investovat v roce 2025? Analytici Patrie Tomáš Vlk a Braňo Soták doporučují v tomto díle podcastu několik klíčových strategií. Vzhledem k očekávanému zavedení cel ze strany Trumpovy administrativy je důležité zaměřit se na sektory, které budou...

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