THE INVESTMENT FORUM
Head of Equities, Finaccess Value
Capital Interconomy with Rubén Gil.
This week is full of references for the markets. Today, Tuesday, the main focus is on U.S. inflation. But the definitive course will be set as of tomorrow, with the decisions on monetary policy taken by the Federal Reserve and the European Central Bank. For Lola Jaquotot, Head of Equities at FINACCESS VALUE, the 50 basis point hike is discounted in both cases, the important thing is what they have to say going forward.
Looking ahead to 2023, investors are going to be watching growth and its evolution because "there is a lot of data dispersion", which makes us think that we are going to have a lot of uncertainty.
In addition, in the Investment Forum we have talked with Jaquotot about the Finaccess Estrategia Dividendo fund. A mixed fund in which they have much forum in Europe but in which there is also quite a lot of US weight. In addition, it currently has 55% in equities and 45% in fixed income. Listen to the full interview to find out all the details.