{"id":9978,"date":"2023-11-07T12:56:01","date_gmt":"2023-11-07T12:56:01","guid":{"rendered":"https:\/\/52.148.200.181\/portal-interno\/?p=9978"},"modified":"2023-11-07T12:56:01","modified_gmt":"2023-11-07T12:56:01","slug":"analisis-de-mercado-y-recomendaciones-de-inversion-noviembre","status":"publish","type":"post","link":"https:\/\/www.atlcapital.es\/portal-interno\/analisis-de-mercado-y-recomendaciones-de-inversion-noviembre\/","title":{"rendered":"An\u00e1lisis de mercado y recomendaciones de inversi\u00f3n- noviembre"},"content":{"rendered":"<p>Octubre ha sido un <strong>mes negativo<\/strong> para todos los mercados de renta variable a nivel global.\u00a0En renta fija <strong>mes mixto<\/strong>, destacando las apreciaciones de la parte de liquidez y bonos europeos. Por la parte negativa destacan los bonos emergentes y de alto rendimiento.<\/p>\n<p>Como punto positivo, la <strong>inflaci\u00f3n modera su crecimiento<\/strong>, exceptuando el dato americano, lo cual tranquiliza a los mercados ya que parece que toda la subida de tipos llevada a cabo por los bancos centrales est\u00e1 teniendo el efecto esperado. Por otra parte, tanto los datos de empleo como los beneficios empresariales se mantienen fuertes.<\/p>\n<p>Este mes hemos visto un <strong>repunte en la curva de tipos<\/strong>, en especial en los tramos largos, lo cual se ha traducido en mayores expectativas de bajadas de tipos para el a\u00f1o que viene.<\/p>\n<p>Con todo ello parece que ya hemos llegado, o estamos a punto de hacerlo, al pico en materia de tipos, y\u00a0 por tanto queremos aprovechar esta coyuntura para <strong>aumentar la duraci\u00f3n de la renta fija en las carteras a trav\u00e9s de bonos gobierno<\/strong>. Con ello, nos beneficiaremos de los altos tipos que ofrecen actualmente durante m\u00e1s tiempo, al igual que hemos venido haciendo con los activos monetarios.<\/p>\n<p>A continuaci\u00f3n, puede leer nuestro<a href=\"https:\/\/www.atlcapital.es\/portal-interno\/wp-content\/uploads\/2023\/11\/MAPA-RCI-atl-Capital-112023.pdf\"> <strong>informe de mercados completo:<\/strong><\/a><\/p>\n<p><img data-recalc-dims=\"1\" fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-9979 aligncenter\" src=\"https:\/\/i0.wp.com\/www.atlcapital.es\/portal-interno\/wp-content\/uploads\/2023\/11\/mapa-noviembre.jpg?resize=567%2C335&#038;ssl=1\" alt=\"Recomendaciones de inversi\u00f3n atl Capital para Noviembre\" width=\"567\" height=\"335\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Octubre ha sido un mes negativo para todos los mercados de renta variable a nivel global.\u00a0En renta fija mes mixto, destacando las apreciaciones de la parte de liquidez y bonos europeos. Por la parte negativa destacan los bonos emergentes y de alto rendimiento. Como punto positivo, la inflaci\u00f3n modera su crecimiento, exceptuando el dato americano, [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":9992,"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":[47,48],"tags":[97,161,61,77,103,134],"class_list":["post-9978","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articulos-de-interes","category-destacado","tag-analisis-de-mercado","tag-bonos","tag-inflacion","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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