Cuando la calidad se pasó de moda… ¿Oportunidad? Con Ralph Elder, Ferrán Belmonte y Gabriela Pérez-Pla

EPISODE · Nov 27, 2025 · 37 MIN

Cuando la calidad se pasó de moda… ¿Oportunidad? Con Ralph Elder, Ferrán Belmonte y Gabriela Pérez-Pla

from Finect Alpha

Se dice que la calidad nunca pasa de moda. Pero en los mercados se ha roto este mantra. Este tipo de empresas y los fondos especializados no están en su mejor momento. ¿Deja esto una oportunidad? Lo analizamos con Ferrán Belmonte, analista de fondos en Trea Asset Management; Gabriela Pérez-Pla, Gestora Cartera de Fondos en Creand Asset Management y Ralph Elder, director general en España y Latinoamérica en BNY Investments. Gracias también a nuestros partners BNY Investments, donde saben invertir como debe ser, siempre con el cliente en el centro. Y Carmignac, que desde desde 1989 ha ofrecido a los inversores una gestión verdaderamente activa y basada en sus convicciones, ayudándoles a alcanzar sus objetivos a largo plazo. ¡EMPEZAMOS! El discurso de Roger Federer que mencione Ferrán: https://www.youtube.com/watch?v=pqWUuYTcG-o

NOW PLAYING

Cuando la calidad se pasó de moda… ¿Oportunidad? Con Ralph Elder, Ferrán Belmonte y Gabriela Pérez-Pla

0:00 37:00

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Behind The Idea Seeking Alpha On Behind The Idea, Seeking Alpha editors Mike Taylor and Daniel Shvartsman take a closer look at an investment idea published on Seeking Alpha to see what makes for compelling investing analysis. We look at what’s happening with the underlying company, what the author’s case is, how well s/he made that case, and what we can learn from this investment story. We also bring on the authors, top investors, and industry analysts or experts to explore the case further. We hope the breakdowns and discussions are is both timely and evergreen, educational and entertaining for investors. Alpha Trader Seeking Alpha Alpha Trader taps into topics and trends offering in-depth analysis of the market from the perspective of a trader. Hosted by former Seeking Alpha VP of Content Aaron Task and Seeking Alpha Managing Editor of News, Stephen Alpher, the show will feature discussions of the latest news and regular guests from among the smartest traders in the market today. Stephen Wolfram (Wolfram Alpha) on Alan Turing Breitband Alan Turing was the founding father of the idea of universal computing which characterizes our modern digital world. This Saturday we celebrate his 100th birthday. "We're only seeing the beginning of the importance of the idea of universal computation, and computation in general. There is a lot more to come", says Stephen Wolfram, creator of the knowledge engine "Wolfram Alpha". In our interview, Wolfram talks to our reporter Vera Linß about Turing's significance, artificial intelligence, and the difference between computation and search.Picture: Joi Ito, Flickr, CC-byhttp://www.flickr.com/photos/joi/4928277340/ Climate Water Project Alpha Lo How we can restore our water cycles. A look at rain, groundwater, the small water cycle, how we can hydrate our landscapes.
URL copied to clipboard!