El cierre del primer semestre de 2023 viene con recálculo en las expectativas

from Credicorp Capital Asset Management · host Credicorp Capital Asset Management

En este podcast, Juan Camilo Rojas, Vicepresidente de Soluciones de Portafolio, nos comenta los principales acontecimientos ocurridos en el mes de mayo, donde las rentabilidades de los activos globales fueron negativas. Parte de la explicación de este comportamiento fue la corrección en las expectativas del mercado frente a posibles recortes de la tasa Fed a partir de jul-23, obligando a un recálculo en los precios de los activos.

Episode metadata supplied by the publisher feed · Published Jun 8, 2023

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El cierre del primer semestre de 2023 viene con recálculo en las expectativas

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