{"id":444,"date":"2022-08-03T15:44:18","date_gmt":"2022-08-03T15:44:18","guid":{"rendered":"https:\/\/evolutio-ci.com\/?page_id=444"},"modified":"2025-03-26T20:07:54","modified_gmt":"2025-03-26T20:07:54","slug":"publicacion-de-referencia-actual","status":"publish","type":"page","link":"https:\/\/evolutio-ci.com\/index.php\/publicacion-de-referencia-actual\/","title":{"rendered":"Publicaci\u00f3n de referencia actual"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00bb1&#8243; fullwidth=\u00bbon\u00bb admin_label=\u00bbcabecera con \u00faltimo informe\u00bb _builder_version=\u00bb4.17.3&#8243; _module_preset=\u00bbdefault\u00bb background_image=\u00bbhttp:\/\/evolutio-ci.com\/wp-content\/uploads\/2022\/05\/Financial-Firm-bg9b.png\u00bb parallax=\u00bbon\u00bb custom_padding=\u00bb|||\u00bb animation_style=\u00bbslide\u00bb animation_direction=\u00bbtop\u00bb animation_intensity_slide=\u00bb2%\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_fullwidth_header title=\u00bb\u00daltimas notas\u00bb subhead=\u00bb25 de marzo de 2025&#8243; button_one_url=\u00bbhttp:\/\/evolutio-ci.com\/wp-content\/uploads\/2024\/01\/Analisis-a-31-de-diciembre-de-2023.pdf\u00bb background_overlay_color=\u00bbrgba(255,255,255,0.6)\u00bb content_max_width=\u00bb700px\u00bb content_max_width_tablet=\u00bb100%\u00bb content_max_width_phone=\u00bb\u00bb content_max_width_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.17.3&#8243; _module_preset=\u00bbdefault\u00bb title_font=\u00bbRoboto|300|||||||\u00bb title_font_size=\u00bb60px\u00bb title_line_height=\u00bb1.4em\u00bb content_font=\u00bb||||||||\u00bb content_font_size=\u00bb17px\u00bb content_line_height=\u00bb1.9em\u00bb subhead_font=\u00bb|600|||||||\u00bb subhead_font_size=\u00bb20px\u00bb subhead_line_height=\u00bb1.8em\u00bb background_color=\u00bb#FFFFFF\u00bb background_image=\u00bbhttp:\/\/evolutio-ci.com\/wp-content\/uploads\/2022\/05\/dots-3.png\u00bb custom_button_one=\u00bbon\u00bb button_one_text_size=\u00bb14px\u00bb button_one_text_color=\u00bb#ffffff\u00bb button_one_bg_color=\u00bb#00457A\u00bb button_one_bg_color_gradient_direction=\u00bb90deg\u00bb button_one_bg_color_gradient_stops=\u00bb#d883f8 0%|#352DBE 100%\u00bb button_one_bg_color_gradient_start=\u00bb#d883f8&#8243; button_one_bg_color_gradient_end=\u00bb#352DBE\u00bb button_one_border_width=\u00bb10px\u00bb button_one_border_color=\u00bbrgba(0,0,0,0)\u00bb button_one_border_radius=\u00bb100px\u00bb button_one_letter_spacing=\u00bb3px\u00bb button_one_font=\u00bbRoboto|700||on|||||\u00bb custom_button_two=\u00bbon\u00bb button_two_text_size=\u00bb14px\u00bb button_two_text_color=\u00bb#ffffff\u00bb button_two_bg_color=\u00bb#06c8ff\u00bb button_two_border_width=\u00bb10px\u00bb button_two_border_color=\u00bbrgba(0,0,0,0)\u00bb button_two_border_radius=\u00bb100px\u00bb button_two_letter_spacing=\u00bb3px\u00bb button_two_font=\u00bbRoboto|700||on|||||\u00bb background_layout=\u00bblight\u00bb custom_margin=\u00bb||||false\u00bb custom_padding=\u00bb8vw||8vw||true\u00bb custom_padding_tablet=\u00bb250px||250px||true\u00bb custom_padding_last_edited=\u00bboff|desktop\u00bb link_option_url=\u00bbhttp:\/\/evolutio-ci.com\/wp-content\/uploads\/2024\/01\/Analisis-a-31-de-diciembre-de-2023.pdf\u00bb link_option_url_new_window=\u00bbon\u00bb hover_enabled=\u00bb0&#8243; title_font_size_tablet=\u00bb40px\u00bb title_font_size_phone=\u00bb32px\u00bb title_font_size_last_edited=\u00bbon|desktop\u00bb button_one_text_color_hover=\u00bb#ffffff\u00bb button_two_text_color_hover=\u00bb#ffffff\u00bb button_one_letter_spacing_hover=\u00bb3px\u00bb button_two_letter_spacing_hover=\u00bb3px\u00bb global_colors_info=\u00bb{}\u00bb button_one_text_size__hover_enabled=\u00bboff\u00bb button_two_text_size__hover_enabled=\u00bboff\u00bb button_one_text_color__hover_enabled=\u00bbon\u00bb button_one_text_color__hover=\u00bb#ffffff\u00bb button_two_text_color__hover_enabled=\u00bbon\u00bb button_two_text_color__hover=\u00bb#ffffff\u00bb button_one_border_width__hover_enabled=\u00bboff\u00bb button_two_border_width__hover_enabled=\u00bboff\u00bb button_one_border_color__hover_enabled=\u00bboff\u00bb button_two_border_color__hover_enabled=\u00bboff\u00bb button_one_border_radius__hover_enabled=\u00bboff\u00bb button_two_border_radius__hover_enabled=\u00bboff\u00bb button_one_letter_spacing__hover_enabled=\u00bbon\u00bb button_one_letter_spacing__hover=\u00bb3px\u00bb button_two_letter_spacing__hover_enabled=\u00bbon\u00bb button_two_letter_spacing__hover=\u00bb3px\u00bb button_one_bg_color__hover_enabled=\u00bboff\u00bb button_two_bg_color__hover_enabled=\u00bboff\u00bb sticky_enabled=\u00bb0&#8243;]<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Pienso que <strong>el suelo de los mercados ya lo hemos visto o ha estado muy cerca<\/strong>.<\/li>\n<li><strong>Creo que hay que mantener posiciones<\/strong>. No obstante, no tenemos una exposici\u00f3n muy elevada.<\/li>\n<li><strong>Est\u00e1 demostrado que estas t\u00e1cticas a corto plazo con fondos son err\u00f3neas<\/strong>, siempre que veas a medio y largo plazo un mercado al alza, que es el caso.<\/li>\n<li><strong>No quiero decir que no vayamos a ver m\u00e1s periodos de volatilidad<\/strong>. S\u00ed, los veremos, pero creo que la situaci\u00f3n de los mercados a final de a\u00f1o ser\u00e1 totalmente distinta a la actual, con unos mercados bastante por encima.<\/li>\n<li><strong>La debilidad o\/y la inflaci\u00f3n<\/strong> que pudiese darse a partir de mitad de a\u00f1o <strong>est\u00e1 en gran parte descontada<\/strong>, en precio.<\/li>\n<li>Insisto, Trump quiere que EE. UU. crezca, <strong>no que entre en una recesi\u00f3n<\/strong>. Si te juegas una recesi\u00f3n no sabes en donde puedes acabar y tus planes se descontrolan. No creo que est\u00e9 presente entre sus planes acercarse a una recesi\u00f3n.<\/li>\n<li>Es f\u00e1cil decir que hay que aguantar y s\u00e9 que es dif\u00edcil hacerlo, pero <strong>es lo mejor para las carteras<\/strong>.<\/li>\n<li>Realizar un recorte de riesgo con m\u00e1s de un 6% de bajada en el S&amp;P 500, es pr\u00e1cticamente asumir la repercusi\u00f3n que ha experimentado la cartera con este recorte de mercado.<\/li>\n<\/ul>\n<p>[\/et_pb_fullwidth_header][\/et_pb_section][et_pb_section fb_built=\u00bb1&#8243; admin_label=\u00bbSubscribe\u00bb _builder_version=\u00bb4.16&#8243; _module_preset=\u00bbdefault\u00bb use_background_color_gradient=\u00bbon\u00bb background_color_gradient_direction=\u00bb90deg\u00bb background_color_gradient_stops=\u00bb#D883F8 0%|#352DBE 100%\u00bb background_color_gradient_start=\u00bb#D883F8&#8243; background_color_gradient_end=\u00bb#352DBE\u00bb background_image=\u00bbhttp:\/\/evolutio-ci.com\/wp-content\/uploads\/2022\/05\/dots-2.png\u00bb min_height=\u00bb102px\u00bb custom_margin=\u00bb||-163px|||\u00bb custom_padding=\u00bb100px||100px||true\u00bb saved_tabs=\u00bball\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_row custom_padding_last_edited=\u00bbon|tablet\u00bb _builder_version=\u00bb4.16&#8243; _module_preset=\u00bbdefault\u00bb custom_padding=\u00bb27px|0|27px|2px|false|false\u00bb custom_padding_tablet=\u00bb0px|0px|0px|0px|true|true\u00bb custom_padding_phone=\u00bb\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb4_4&#8243; _builder_version=\u00bb4.16&#8243; _module_preset=\u00bbdefault\u00bb custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; Pienso que el suelo de los mercados ya lo hemos visto o ha estado muy cerca. Creo que hay que mantener posiciones. No obstante, no tenemos una exposici\u00f3n muy elevada. Est\u00e1 demostrado que estas t\u00e1cticas a corto plazo con fondos son err\u00f3neas, siempre que veas a medio y largo plazo un mercado al alza, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-444","page","type-page","status-publish","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/evolutio-ci.com\/index.php\/wp-json\/wp\/v2\/pages\/444","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/evolutio-ci.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/evolutio-ci.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/evolutio-ci.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/evolutio-ci.com\/index.php\/wp-json\/wp\/v2\/comments?post=444"}],"version-history":[{"count":11,"href":"https:\/\/evolutio-ci.com\/index.php\/wp-json\/wp\/v2\/pages\/444\/revisions"}],"predecessor-version":[{"id":1212,"href":"https:\/\/evolutio-ci.com\/index.php\/wp-json\/wp\/v2\/pages\/444\/revisions\/1212"}],"wp:attachment":[{"href":"https:\/\/evolutio-ci.com\/index.php\/wp-json\/wp\/v2\/media?parent=444"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}