In 2024, the stock market and fixed income in Spain have continued to show gains, but experts warn of the persistence of volatility due to the uncertainty caused by the drop in interest rates and its impact on economic growth. In this scenario, active management is expected to continue playing a key role in both equities and fixed income.
Following recent rallies in the stock market, stock selection becomes even more crucial for investors. Questions are raised about the investment opportunities available, the need to include Spanish assets in portfolios, diversification with international securities, the role of value investing and the appropriate strategies to position yourself in a potentially good year for fixed income.
In this context, elEconomista.es organizes a new edition of the business forum under the title Active Management Forumwhich can be followed live, to bring together the main experts in the field, who will debate over several discussion tables on the issues raised.
In the first, which will deal with what to expect from stocks after this year’s rallyRodrigo Utrera, head of Equities at Santander Asset Management, Spain, Gonzalo Lardiés, equity manager at AndBank, José Ramón Iturriaga, manager at Abante Asesores and Carlos González, director of Investor Relations at Cobas Asset Management, will participate.
There will also be the opportunity discuss how to take advantage of lower rates on fixed income assets. Present at this table will be Óscar del Diego, director of analysis at Ibercaja Gestión, David Ardura, investment director at Finaccess Value, Borja León, flexible fixed income manager at Merchbanc, and José Ignacio Victoriano, director of fixed income investments at Renta 4.
In the third table the investment horizon and the range of products to invest in beyond the rise of artificial intelligence. And it will be attended by Álvaro Soldevilla, head of discretionary portfolio management at Deutsche Bank, Javier García, head of Sales for Iberia at BlackRock, Iván Díez, country head of La Financiere de l’Echiquier in Spain and Portugal, and Gonzalo Rengifo , responsible for Iberia at Pictet.
In the fourth and last table, titled The big bet against indexingmanagers such as Carlos Val-Carreres, head of Myinvestor Value, Tomás Pintó, head of the international portfolio of Bestinver, Víctor Álvarez, head of variable income at Tressis Gestión, and Jaume Puig, CEO and investment director of GVC Gaesco Gestión, will present various investment ideas in a context in which passive management has gained ground.
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