Optimización de la cartera hasta fin de año | Webinar | Borja de Castro
17 September 2026
El pasado 16 de septiembre, Borja de Castro, Responsable de Broker de Banco BiG, impartió su webinar, “Optimización de la cartera hasta fin de año”. Durante la sesión, analizó el entorno actual de tipos de interés elevados, inflación y altos niveles de deuda pública, así como su impacto en los mercados.
Además, repasó las oportunidades de inversión por geografías, destacando la tecnología y la inteligencia artificial en Estados Unidos, la energía y las infraestructuras en Europa, y el potencial crecimiento de Asia. También explicó qué sectores pueden verse más beneficiados en el contexto actual, como la banca, la energía, la defensa y determinadas materias primas.
Por último, subrayó la importancia de la diversificación y presentó distintas ideas para posicionar las carteras de cara al cierre de año, combinando renta variable, renta fija y activos ligados a las principales tendencias económicas globales.
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