Carteras de fondos de inversión Rankianos para el 2025: análisis, opiniones y consultas

 De suicidas, jaja, igual has forzado. 

 tengo confianza en el mismo para el corto plazo, despues mi intencion es sustituirlo. 

Tienes fondos indexados, los Amundi

MIXTOS Y RF:
Allianz Estratega 15 CT EUR 10%
MFS Meridian Funds - Prudent Wealth Fund A1 EUR 9%
Fidelity Funds - Euro Short Term Bond Fund E-Acc-E 8%
Nordea 1 - Balanced Income Fund BP EUR 8%
Flossbach von Storch - Bond Opportunities RT 7%
Capital Group Global Allocation Fund (LUX) B 3%
Renta 4 Activos Globales FI 3 % 

 Not only do quality companies have pricing power, but they also tend to run more 
conservative balance sheets. In an environment of rising interest rates, we believe low leverage and strong cash generation will help stand these companies apart. 

  In this scenario, we continue to be vigilant on valuation, as always, taking profits in companies where the valuation appears rich and reinvesting in more attractively valued opportunities, while maintaining a high threshold in terms of quality. Importantly, even in this potential environment, our overarching focus rests on creating a portfolio whose quality characteristics and dynamic double-digit earnings remain intact. 

 In the end, we think the Value vs Growth debate is misleading. Apart from anything else, there is the question of what constitutes "value" and what constitutes "growth": not everyone has the same definition. For our part, we think the best value is actually to be found in durable growth companies.