Beatriz Zúñiga

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NewsMarkets

Implications for Investment

Economic Strength, Monetary Policy, and Disinflation: Three Arguments in Favor of Emerging Markets

For Beatriz Zúñiga

• Asia
• Emerging ...
• Equities

NewsMarkets

The Experts' Reflection

From the Visible to the Invisible: The Impact of Tariffs on the Market, Assets, and Portfolios

For Beatriz Zúñiga

• aranceles
• diversificación
• Equities

NewsMarkets

Analysis of the Trade War

Trump’s Tariff Game: Beware of Missteps and Noise

For Beatriz Zúñiga

• Inflation

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Investment Ideas

Duration, Corporate Bonds, and High Yield: The View of Active Fixed Income Managers

For Beatriz Zúñiga

• Fixed ...
• High ...

NewsMarkets

First Assessments

Tech Companies Tremble at the Potential of China’s DeepSeek Generative AI

For Beatriz Zúñiga

• Equities
• Fidelity ...
• Janus ...

NewsMarkets

Weekly Summary

Trump, Trump, Trump…: The Tune Heard by Markets and Investors

For Beatriz Zúñiga

• artificial ...
• Equities
• Technology

NewsMarkets

New Interest Rate Cycle

Divergence: The Key Word Following the Easing of Global Monetary Policy

For Beatriz Zúñiga

• BCE
• FED

NewsMarkets

Assessment of the First Weeks

A More Aggressive Fed and the Upward Revision of Earnings Mark the Start of the Year

For Beatriz Zúñiga

• bonds
• central ...
• Equities

NewsMarkets

Outlook for 2025

Commodities: Global Growth and Energy Transition Will Be the Pillars Against Headwinds

For Beatriz Zúñiga

• gold
• outlook

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