¿Invertir en Europa? Si, pero no en cualquier sitio

¿Invertir en Europa? Si, pero no en cualquier sitio Durante los últimos años uno de los comentarios mas escuchados en los mercados financieros ha sido que EE.UU. estaba muy cara y Europa, que no terminaba de subir, muy barata. Durante el último año este comentario ha aumentado aún más, y es que durante el 2017 … More ¿Invertir en Europa? Si, pero no en cualquier sitio

Why do I believe Portugal is an interesting investment opportunity?

Why I believe Portugal looks like a good investment? There are many different ways to approach investment and many investors tend to fiercely defend their style. We have value investors looking for assets that are cheap and great. Momentum managers tend to like companies that aren’t as cheap anymore but have already started trending. Then … More Why do I believe Portugal is an interesting investment opportunity?

European Macro: European Sentiment Indicator (ESI) March 2017

Europe Macro: ESI March 2017 As I talked about in my post about USA PMI (here) there is this debate going on about hard data vs soft data. Some people suggest the last rally in the markets was because of the expectation of a stronger economy. Some suggest it was just a “trump rally” that … More European Macro: European Sentiment Indicator (ESI) March 2017