The Expansion journal, in collaboration with DPM Finanzas, discusses how to deal with investment in the last quarter of the year.
The investor’s situation is very complicated, or assumes the loss of purchasing power due to massive liquidity printing or has to invest in real assets in an uncertainty environment, assuming their risk and volatility.
<<In a wildly polarized market like today, quality companies are getting more expensive, technology is even more expensive, and pharmaceutical companies are on the same path. We have to look for other assets than those that common sense invite us to invest. We see opportunities in infrastructure companies with more resilient revenue and greater future potential for future government spending>> highlights our CIO, Carlos Farrás.