Where to invest in 2025? ???? Finect Focus with Abante
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Should we focus on US growth or inflation? What opportunities are there in the technology sector? This week we talked about the balance of 2024 and expectations for 2025. On this occasion, we were joined by Ángel Olea, partner and investment director at Abante. 00:00 Welcome 00:34 Market returns 01:54 The S&P 500, in demanding valuations 03:39 Disparity between the Magnificent 7 04:31 Only one rate cut in 2025 in the US? 05:00 US fixed income 05:22 Interview with Ángel Olea 05:58 What is your assessment of 2024? 07:02 How have you managed your portfolios based on these markets? 10:30 Isn't it too high no matter how positive the outlook for the US is? 11:50 Is there any consideration given to investing more in funds with less exposure to the big names in the S&P 500, such as small-caps? 13:15 How do you approach investing in the technology sector? 15:14 What thematic or sector-specific ideas are you finding most interesting? 16:26 Should we hope for a revival of growth with the rate cuts? 20:43 Where, specifically, are you seeing the most value in European stocks? 21:59 How is it in emerging markets? 23:50 Will investors move to look for other fixed-income options? 25:09 Where is it most attractive for the more defensive part of portfolios? 27:32 Where are you seeing the most interest? 28:49 Questions from the audience 39:38 Closing ???? Follow all the news that Abante Asesores publishes on Finect here: https://www.finect.com/grupos/abante_... This content may be classified as marketing material. It does not constitute a recommendation or investment proposal. The investment contains risks and past returns are not a guarantee of future returns. #economy #market #stock market #2025 #investing
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