"Protege tu cartera de la IA": la estrategia de Andbank ante el repunte de los tipos

from Capital, la Bolsa y la Vida · host Luis Vicente Muñoz

Juan Luis García Alejo recomienda capea la volatilidad moderando el peso en semiconductores e inteligencia artificial, rotando hacia sesgos quality y value, y aprovechando los atractivos retornos de la renta fija europea a medio plazo.

Episode metadata supplied by the publisher feed · Published Sep 1, 2026

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"Protege tu cartera de la IA": la estrategia de Andbank ante el repunte de los tipos

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