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Mediolanum International Funds, la gestora de activos del grupo italiano con sede en Dublín, mantiene su enfoque en la renta variable de Europa y de mercados emergentes en lugar de Estados Unidos para el último trimestre de 2026. Contrariamente, la entidad prefiere adoptar una posición neutral en Estados Unidos debido al «posicionamiento saturado» y las «valoraciones exigentes» que se observan actualmente.
Los comentarios de Lagarde van más allá de la agenda fiscal y abarcan las finanzas, la energía y la infraestructura digital. El tono de su discurso sugiere que Europa no retrocederá ante medidas de represalia en materia de aranceles e implica la necesidad de mantenerse firme ante posibles tiempos difíciles. Se espera que Alemania e Italia, ambos países con una fuerte dependencia de las exportaciones automovilísticas, sean de los más afectados.
Fixed income is back in fashion, competing as an alternative investment to traditionally higher yielding riskier assets from a return perspective, as opposed to just portfolio diversification. It’s had a rocky journey to this point, of course. After more than a decade of low yields for income investments, global bond yields began to reverse course in 2021 as the market anticipated higher inflation in response to the huge monetary stimulus during the pandemic.
The composition of the investor base of sovereign bond markets is very important. In Japan, for instance, a large domestic investor base (a result of high pension savings that have a significant home bias) is broadly accepted as being a big driver of Japan’s relatively low and stable yield environment, despite high amounts of debt.
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