¿Europa? ¿EEUU? ¿España? Dónde invertir en el 2º semestre (con Gerardo Ortega)

2025 no está siendo precisamente un año tranquilo en los mercados. Entre la amenaza de aranceles entre Estados Unidos y Europa, las tensiones geopolíticas y los movimientos del dólar, muchos inversores se preguntan si lo peor ya ha pasado o si lo más complicado está por venir. Hoy hablamos con Gerardo Ortega, jefe de análisis de Trive y responsable de gerardoortega.es, para repasar las claves del primer semestre del año y poner el foco en lo que puede venir a partir de julio, cuando finaliza la prórroga arancelaria impuesta por Trump. Enlaces sección “El corrillo”: ➡️ Únete al grupo de Finect Talks en Finect: https://www.finect.com/grupos/finect-talks ➡️ Los dividendos suelen ser más resilientes que los beneficios https://www.finect.com/grupos/jpmorgan_asset_management/articulos/los-dividendos-suelen-ser-mas-resilientes-que-los-beneficios ➡️ ¿Cambio de rumbo para los inversores? - House View tercer trimestre https://www.finect.com/grupos/allianz-global-investors/articulos/cambio-de-rumbo-para-los-inversores-house-view-tercer-trimestre ➡️ Top 10 fondos de inversión que más ganan en la primera mitad de 2025 https://www.finect.com/usuario/avillanuevae/articulos/top-10-fondos-de-inversion-que-mas-ganan-en-la-primera-mitad-de-2025 ➡️ Los 5 ETFs más comparados en Finect hasta junio de 2025 https://www.finect.com/usuario/eduardogarcia/articulos/los-5-etfs-mas-comparados-en-finect-hasta-junio-de-2025 ➡️ "En el pesimismo extremo están las oportunidades” Entrevista con Pablo Istillarte (Hamco) https://www.youtube.com/watch?v=hxXQc2vDxVM ➡️ "Con MENOS BUROCRACIA, Europa CRECERÁ MÁS” Entrevista con María Blanco https://www.youtube.com/watch?v=CRMZ6Hgmh2Y ➡️ Juan Ignacio Crespo: "Estamos en primera línea para que Trump nos tome de conejillo de Indias" https://youtu.be/lGNOTEUxgM8 ➡️ Artículo de la entrevista con los gráficos que comenta https://www.finect.com/grupos/finect-talks/articulos/europa-eeuu-espana-donde-invertir-en-el-2-semestre-con-gerardo-ortega *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.* ¿Quieres anunciarte en este podcast? Hazlo con advoices.com/podcast/ivoox/757620

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This episode was published on July 4, 2025.

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