¡La que ha liado Pfizer! Cómo invertir tras la vacuna, farmacéuticas que más suben y value vs growth

Podcast 2x10: 3, 2, 1... ¡YA! Comienza el sprint final por la vacuna contra el coronavirus tras el anuncio de Pfizer y BioNTech de una eficacia del 90% en los ensayos con humanos de su vacuna. Los mercados han respondido eufóricos. ¿Hay motivos para la euforia? ¿Por qué este anuncio de ensayo es tan importante y en qué se diferencia de otros? ¿Toca reposicionar carteras ante una eventual recuperación? De todo esto y más hablamos con la invitada de esta semana: Miriam Fernández, gestora del fondo Ibercaja Sanidad y experta en estos temas. SECCIONES DEL PROGRAMA - ¿Qué ha pasado con la última decisión del CEO de Pfizer y por qué ha dado tanto que hablar? Vicente y Antonio charlan sobre ello y sobre Asesor Top 2020. - Lista de farmacéuticas y biotecnológicas que más suben en bolsa en 2020 con Asun Infante - Análisis del fondo Polar Capital Healthcare Opportunities de la mano de Carlos Alosete, que invierte, entre otras cosas, en algunas farmacéuticas. - ¿Por qué la aparición de la vacuna puede afectar a un cambio en la tendencia de las acciones value frente a las de growth? Lo vemos con Sara Rivas. - José Manzano nos pregunta sobre megatendencias. ¿Qué son? ¿Es mejor forma de invertir que otras? - El consejo del cenaoscuras, Más cenaoscuras que nunca. - Canción de la semana: The Vaccines - I Never Go Out On Fridays ENLACES DEL PROGRAMA - ¡Sigue Asesor Top 2020 en Finect! https://www.finect.com/grupos/Asesor_top_2020/ - Escaparate fondos de inversión de salud en Finect https://www.finect.com/invertir/sector-sanidad - Ficha del fondo Polar Capital Healthcare Opportunities: https://www.finect.com/fondos-inversion/IE00B3NLSS43-Polar_capital_healthcare_opportunities_r Empresas mencionadas por Asun: CanSino Biologics, BioNTech, Moderna, Arcturus Therapeutics, Novavax

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This episode was published on November 13, 2020.

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