In 2024, the stock market and fixed income securities in Spain continued to post gains, but experts warn of continued volatility due to the uncertainty caused by falling interest rates and its impact on economic growth. In this scenario, active management should continue to play a key role in both equities and fixed income.
Following recent stock market rebounds, stock selection is becoming even more crucial for investors. Questions are raised about the investment opportunities available, the need to include Spanish assets in portfolios, diversification with international securities, the role of value investment and the appropriate strategies to position yourself for a potentially good year for fixed income.
In this context, elEconomista.es is organizing a new edition of the business forum under the title Active Management Forumwhich can be followed live, to bring together the main experts in the field, who will debate on several discussion tables on the questions raised.
In the first, which will deal with what to expect from stocks after this year’s rallyRodrigo Utrera, Head of Equities at Santander Asset Management, Spain, Gonzalo Lardiés, Equity Manager at AndBank, José Ramón Iturriaga, Manager at Abante Asesores and Carlos González, Director of Investor Relations at Cobas Asset Management, will participate.
There will also be the opportunity discuss how to take advantage of lower rates on fixed income assets. Present at this table will be Óscar del Diego, analysis director at Ibercaja Gestión, David Ardura, investment director at Finaccess Value, Borja León, flexible fixed income manager at Merchbanc, and José Ignacio Victoriano, investment director at fixed income at Renta 4.
In the third table, the investment horizon and range of products to invest in beyond the rise of artificial intelligence. And will participate Álvaro Soldevilla, head of discretionary portfolio management at Deutsche Bank, Javier García, head of sales for Iberia at BlackRock, Iván Díez, national head of La Financière de l’Echiquier in Spain and Portugal, and Gonzalo Rengifo, head of Iberia at Pictet.
In the fourth and last table, entitled The big bet against indexationmanagers such as Carlos Val-Carreres, head of Myinvestor Value, Tomás Pintó, head of the international portfolio of Bestinver, Víctor Álvarez, head of variable income at Tressis Gestión, and Jaume Puig, CEO and investment director of GVC Gaesco Gestión, present various investment ideas in a context where passive management is gaining ground.
