¿Hora de rotar en renta variable? ¿Hacia dónde? Con Flavien del Pino, Diego Rueda y José Cerón

Igual en 2026 las grandes tech vuelven a liderar los mercados, pero tener demasiada exposición cada vez conlleva más riesgo por la concentración que tienen en los índices. La lógica invita a buscar otras fuentes de alpha… ¿Pero dónde? Lo analizamos con Diego Rueda, Responsable de Gestión de Fondos de Unicaja Asset Management; José Cerón, Head of Multi Asset en Fonditel y Flavien del Pino, Director de BDL Capital Management España. Gracias a nuestro partner BDL Capital Management España, donde invierten contigo, donde invierten en Europa. El libro que recomienda José: https://www.amazon.es/Inteligencia-intuitiva-sabemos-segundos-Pensamiento/dp/8430605916 El libro que recomienda Diego: https://www.amazon.es/Vende-como-Pablo-Lecciones-marketing/dp/B0FL2LZGVZ/ref=sr_1_1?crid=1XBR005KIL821&dib=eyJ2IjoiMSJ9.w2APWuMcDYo-IlTaBQhgaw.U-wRElTgIU8KgWbeliyS2N5pVB4DbXfDGEhi-zY0tSc&dib_tag=se&keywords=vendo+como+pablo+de+david+angles&qid=1765289767&s=books&sprefix=vendo+como+pablo+de+david+angl%C3%A9s%2Caps%2C111&sr=1-1 El libro que recomienda Flavien: https://www.amazon.com/How-Win-Friends-Influence-People/dp/1439199191 ¡EMPEZAMOS!

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¿Hora de rotar en renta variable? ¿Hacia dónde? Con Flavien del Pino, Diego Rueda y José Cerón

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