{"id":6045,"date":"2023-06-08T11:36:39","date_gmt":"2023-06-08T11:36:39","guid":{"rendered":"https:\/\/52.148.200.181\/portal-interno\/?p=6045"},"modified":"2023-06-08T11:50:05","modified_gmt":"2023-06-08T11:50:05","slug":"recomendaciones-de-inversion-junio-2023","status":"publish","type":"post","link":"https:\/\/www.atlcapital.es\/portal-interno\/recomendaciones-de-inversion-junio-2023\/","title":{"rendered":"An\u00e1lisis de mercados y recomendaciones de inversi\u00f3n junio 2023"},"content":{"rendered":"<p>Tras un mes de mayo con un comportamiento que podemos calificar de mixto a nivel global tanto para la <strong>renta fija como la variable,<\/strong> afrontamos el mes de <strong>junio,<\/strong> con el sentimiento de que la <strong>econom\u00eda se mantiene firme<\/strong> y con el punto de mira\u00a0 puesto a las nuevas decisiones que tomen los principales bancos centrales, <strong>Reserva Federal en EEUU y el Banco Central Europeo<\/strong>, en la zona euro en sus pr\u00f3ximas reuniones en este mismo mes.<\/p>\n<p>Los<strong> indicadores macroecon\u00f3micos<\/strong> adelantados anticipan <strong>expansi\u00f3n en una econom\u00eda<\/strong> que se encuentra en una fase de desaceleraci\u00f3n leve. As\u00ed lo indica, por ejemplo, datos como una<strong> inflaci\u00f3n general a la baja,<\/strong> una tendencia apoyada por el descenso de los<strong> precios<\/strong> de las <strong>materias primas<\/strong>. Con respecto al futuro de la<strong> pol\u00edtica monetaria de los bancos centrales,<\/strong> la inc\u00f3gnita se mantiene abierta, principalmente por parte de la Reserva Federal.\u00a0 El mercado se pregunta si la<strong> FED<\/strong> har\u00e1 un par\u00e9ntesis en la <strong>subida de tipos de inter\u00e9s<\/strong> teniendo en cuenta la evoluci\u00f3n de la econom\u00eda seg\u00fan las<strong> perspectivas<\/strong> actuales o por el contrario, llevar\u00e1 a cabo un nuevo incremento.<\/p>\n<p>Por el contrario, en Europa y tras las \u00faltimas declaraciones de la presidenta del <strong>BCE<\/strong>, <strong>Christine Lagarde<\/strong>, reiterando la intenci\u00f3n de seguir subiendo tipos para alcanzar el <strong>objetivo de inflaci\u00f3n<\/strong> (2%) marcado por este organismo, se espera un incremento de 25 puntos b\u00e1sicos este mes. La lupa est\u00e1 en la inflaci\u00f3n general y subyacente.<\/p>\n<h2>Sin cambios en las carteras<\/h2>\n<p>En este escenario, a la espera de nuevos datos que confirmen el <strong>crecimiento econ\u00f3mico<\/strong> y de las decisiones sobre los tipos, el Comit\u00e9 de Inversiones de atl Capital ha decidido mantener la <strong>estrategia de inversi\u00f3n<\/strong> en las carteras y no realizar ning\u00fan cambio este mes ya que se encuentran bien posicionadas en el marco actual. A la vez, nuestros expertos mantienen la atenci\u00f3n al progreso de la <strong>coyuntura econ\u00f3mica<\/strong> y su implicaci\u00f3n en los<strong> mercados<\/strong>.<\/p>\n<p>&nbsp;<\/p>\n<p><img data-recalc-dims=\"1\" fetchpriority=\"high\" decoding=\"async\" class=\"size-full wp-image-6082\" src=\"https:\/\/i0.wp.com\/www.atlcapital.es\/portal-interno\/wp-content\/uploads\/2023\/06\/mapa-RCI.png?resize=1280%2C720&#038;ssl=1\" alt=\"\" width=\"1280\" height=\"720\" \/><\/p>\n<p><a href=\"https:\/\/www.atlcapital.es\/portal-interno\/wp-content\/uploads\/2023\/06\/MAPA-RCI-atl-Capital-062023.pdf\">Aqu\u00ed puede leer el informe completo de junio elaborado por el Comit\u00e9 de Inversiones de atl Capital\u00a0<\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tras un mes de mayo con un comportamiento que podemos calificar de mixto a nivel global tanto para la renta fija como la variable, afrontamos el mes de junio, con el sentimiento de que la econom\u00eda se mantiene firme y con el punto de mira\u00a0 puesto a las nuevas decisiones que tomen los principales bancos [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":6094,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"","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":"default","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":[47,48],"tags":[132,102,98,133,115,135,99,61,100,96,77,103,134],"class_list":["post-6045","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articulos-de-interes","category-destacado","tag-analisis-de-mercados","tag-bancos-centrales","tag-bce","tag-carteras-de-inversion","tag-eeuu","tag-europa","tag-fed","tag-inflacion","tag-mapa-rci","tag-recomendaciones-de-inversion","tag-renta-fija","tag-renta-variable","tag-tipos-de-interes"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - 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