What to change in portfolios after hurricanes ‘central banks’ and elections?
What changes have we made with portfolios as a result of all these events?
What should we look for from now on especially: Inflation?
Geopolitical risk?
US elections?
Don’t miss the latest episode of FinectAlpha, where our CIO and Founding Partner, Carlos Farrás Fernández, answers these questions and others together with Jaime Martinez, Global Head Allocation of BBVA Asset Management in Spain.
Listen to the full audio now.