{"id":10636,"date":"2024-01-23T13:25:35","date_gmt":"2024-01-23T13:25:35","guid":{"rendered":"https:\/\/52.148.200.181\/portal-interno\/?p=10636"},"modified":"2024-01-23T13:25:35","modified_gmt":"2024-01-23T13:25:35","slug":"analisis-de-mercado-y-recomendaciones-de-inversion-enero-2024","status":"publish","type":"post","link":"https:\/\/www.atlcapital.es\/portal-interno\/analisis-de-mercado-y-recomendaciones-de-inversion-enero-2024\/","title":{"rendered":"An\u00e1lisis de mercado y recomendaciones de inversi\u00f3n- enero 2024"},"content":{"rendered":"<p>Cerramos un <strong>mes muy positivo para los mercados<\/strong>, tanto de renta variable como de renta fija. Los datos de inflaci\u00f3n contin\u00faan a la baja y los indicadores adelantados se mantienen en terreno positivo, esto junto con el cambio de discurso por parte de los principales bancos centrales respecto a sus pol\u00edticas monetarias nos hace <strong>permanecer optimistas de cara a 2024.<\/strong><\/p>\n<p>En la parte de renta fija, el movimiento de las curvas de tipos ha sido muy agresivo este mes, lo que ha provocado <strong>fuertes revalorizaciones en todos los activos de renta fija<\/strong>, sobre todo en los plazos m\u00e1s largos. Respecto a la renta variable, las <strong>expectativas de beneficios empresariales para este a\u00f1o son positivas<\/strong>, con crecimientos esperados cercanos al doble d\u00edgito en EE. UU y Europa, por lo que en un escenario normal la renta variable contin\u00faa teniendo potencial.<\/p>\n<p>Por tanto, este mes vamos a <strong>aprovechar la fuerte revalorizaci\u00f3n del mercado de bonos, del cual nos beneficiamos gracias a la estrategia de aumento de duraci\u00f3n implementada hace dos meses<\/strong>. En consecuencia, hemos decidido <strong>reducir la exposici\u00f3n a este activo<\/strong>. Respecto a la <strong>renta variable<\/strong>, dado el potencial que este activo a\u00fan puede ofrecer, <strong>vamos a incrementar nuestra ponderaci\u00f3n<\/strong>. En ambos casos, tras la implementaci\u00f3n de los cambios, su peso estar\u00e1 pr\u00f3ximo a la <strong>neutralidad<\/strong>.<\/p>\n<p><img data-recalc-dims=\"1\" fetchpriority=\"high\" decoding=\"async\" class=\"size-full wp-image-10637 aligncenter\" src=\"https:\/\/i0.wp.com\/www.atlcapital.es\/portal-interno\/wp-content\/uploads\/2024\/01\/Mapa-RCI-enero.jpg?resize=565%2C301&#038;ssl=1\" alt=\"atl Capital recomendaciones de Inversi\u00f3n enero\" width=\"565\" height=\"301\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.atlcapital.es\/portal-interno\/wp-content\/uploads\/2024\/01\/MAPA-RCI-atl-Capital-012024.pdf\">Informe completo An\u00e1lisis de Mercado y Recomendaciones de Inversi\u00f3n<\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Cerramos un mes muy positivo para los mercados, tanto de renta variable como de renta fija. Los datos de inflaci\u00f3n contin\u00faan a la baja y los indicadores adelantados se mantienen en terreno positivo, esto junto con el cambio de discurso por parte de los principales bancos centrales respecto a sus pol\u00edticas monetarias nos hace permanecer [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":10638,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[1],"tags":[97,126,96,77,103],"class_list":["post-10636","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-otros","tag-analisis-de-mercado","tag-expectativas","tag-recomendaciones-de-inversion","tag-renta-fija","tag-renta-variable"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>An\u00e1lisis de mercado y recomendaciones de inversi\u00f3n- enero 2024 - atl Capital Portal Interno<\/title>\n<meta name=\"description\" content=\"En enero, atl ha decido reducir la exposici\u00f3n a renta fija. Respecto a la renta variable, dado el potencial que este activo a\u00fan puede ofrecer, vamos a incrementar nuestra ponderaci\u00f3n. En ambos casos, tras la implementaci\u00f3n de los cambios, su peso estar\u00e1 pr\u00f3ximo a la neutralidad.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.atlcapital.es\/portal-interno\/analisis-de-mercado-y-recomendaciones-de-inversion-enero-2024\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"An\u00e1lisis de mercado y recomendaciones de inversi\u00f3n- enero 2024 - atl Capital Portal Interno\" \/>\n<meta property=\"og:description\" content=\"En enero, atl ha decido reducir la exposici\u00f3n a renta fija. 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