The Expansion newspaper, with the collaboration of DPM Finanzas, analyzesthe best equity funds to invest in the US.
<<While it is true that central bank liquidity impressions and low interest rates favor growth equities and particularly technology sector, we are concerned that investors are paying excesive valuations.
Although we do not know when the above trend will change, we prefer seeking opportunities not yet identified by the market such as the most cyclic value sector, which will be favored by the expected increase in infrastructure spending in the coming years, especially if Biden has the support of Congress and Senate>> highlights our CIO, Carlos Farrás.