At: www.estrategiasdeinversion.com The markets face a new scenario marked by high rates, inflation, oil, geopolitics and the enormous volume of investment linked to artificial intelligence. Given this change of board, managers are expanding their focus beyond large technology companies and finding opportunities in bonds, Europe, raw materials, energy, industrials and small caps. Money is once …
Podcast: Uncertainties
Jordi Martret, Investment Director at Norz Patrimonia comments on a week with many uncertainties: geopolitics, rates, euro, inflation…All of this in this podcast. Google Podcasts Spotify RSS Feed Share Link Embed Duration: 00:05:06 Subscribe: Google Podcasts | Spotify
What if rates don’t go down? These investments can protect your portfolio
Today we want to put some order in a market marked by inflation, interest rates and geopolitical uncertainty. To find out how all this can affect investors and how to position a portfolio, we spoke with Jordi Castany, investment analyst at NORZ Patrimonia. The ECB has just raised rates again due to the rise in …
Net worth: what it is, how it is calculated and how to protect it in the long term
When someone asks us for help to understand their net worthalmost never looks for a company accounting formula. You’re looking for an answer to a more uncomfortable question: If you sold everything you owned and paid off everything you owed, how much would you really have left? That figure—and not …
What is wealth management and when to start planning your wealth
Wealth management is often reduced, in everyday conversation, to “investing well.” It is a simplification that leaves out most of what really happens when someone begins to plan their estate: tax decisions, protection against risks, organization of succession and, above all, a overview that no isolated investment can offer on …
What is an EAFI and why it is key that your advisor is regulated by the CNMV
When someone decides to put their assets in the hands of a third party, the first question should not be “what return do they promise?”, but rather “who watches over whom they promise me?” That is where a figure that many individual investors still do not know very well comes …