Bolsa europea, la gran olvidada: ¿es el momento? ️ Con Iván Martín (Magallanes Value Investors)

Europa lleva años quedándose atrás en rentabilidad frente a Estados Unidos, y en 2024 no ha sido la excepción. El inversor además tampoco se fía: el año pasado además salió dinero de fondos de inversión de empresas del Viejo Continente, mientras entraba a espuertas en bolsa de EEUU. Pero…¿y sí precisamente, ahora que nadie quiere Europa, ahora que todos huyen, ahora que las perspectivas con las grandes economías europeas se tambalean… y si es momento de entrar? En este episodio de Finect Talks conversamos con Iván Martín, socio fundador, director de inversiones en Magallanes Value Investors y uno de los gestores más reconocidos de España, para entender qué está pasando con la renta variable europea y si hay razones para ser optimistas de cara a 2025. Enlaces sección “El corrillo”: ➡️ Únete al grupo de Finect Talks en Finect: https://www.finect.com/grupos/finect-talks ➡️ Finect Outlook 2025 https://www.finect.com/grupos/outlook ➡️ JPMorgan AM: "2025 va a ser un año con mucho ruido" https://www.finect.com/usuario/eduardogarcia/articulos/jpmorgan-am-2025-va-a-ser-un-ano-con-mucho-ruido ➡️ Estanflación (Reino Unido), estancamiento (Europa) y Ricitos de Oro (Estados Unidos): ¿qué podría salir mal? https://www.finect.com/grupos/columbia_threadneedle_investments/articulos/estanflacion-reino-unido-estancamiento-europa-y-ricitos-de-oro-estados-unidos-que-podria-salir-mal ➡️ 6 fondos de inversión para subirse a un bono de EEUU a 10 años al 5% https://www.finect.com/usuario/mariarefojos/articulos/6-fondos-de-inversion-para-subirse-a-un-bono-de-eeuu-a-10-anos-al-5 ➡️ Los 10 ETFs que más ganaron en 2024 https://www.finect.com/usuario/avillanuevae/articulos/los-10-etfs-que-mas-ganaron-en-2024 ➡️ Estas son las 8 gestoras españolas con +1.000 millones de suscripciones netas en 2024 https://www.finect.com/usuario/avillanuevae/articulos/estas-son-las-8-gestoras-espanolas-con-1000-millones-de-suscripciones-netas-en-2024 *Este contenido se ha elaborado bajo un criterio editorial y no constituye una recomendación ni propuesta de inversión. La inversión contiene riesgos. Las rentabilidades pasadas no son garantía de rentabilidades futuras.*

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This episode was published on January 17, 2025.

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