¿Qué hacer con los pesos?: Las mejores alternativas de inversión

En un escenario de alta inflación, la búsqueda de alternativas de inversión se vuelve crucial. La escalada inflacionaria del 12,4% registrada en agosto, el mayor nivel en más de tres décadas, ha generado una mayor demanda de activos que puedan resguardar el valor del capital frente a los pesos que se «derriten». Aquí te presentamos algunas opciones recomendadas por nuestros expertos:
📈 Bonos: En este contexto, los bonos que ajustan por CER cortos, como X23N3, X18E4 y TX24, son considerados algunas de las mejores inversiones, ya que actualmente ofrecen tasas reales positivas. Se espera que el mercado se posicione en bonos dollar-linked previo a las elecciones generales, aunque las probabilidades de un salto cambiario dependerán más de un evento político que económico.
📊 Acciones: A pesar de la volatilidad, muchas acciones acumulan ganancias en pesos y dólares por encima de la inflación. Ejemplos como Aluar y Ternium, que todavía tienen margen de crecimiento, pueden ser considerados. Sin embargo, dado el contexto actual tanto a nivel local como internacional, se espera que el índice Merval lateralice o retroceda más que regrese a sus niveles anteriores.
📉 Cedear: Entre las inversiones que más rindieron en agosto se encuentra Globant, el unicornio local de software, que registró un impresionante aumento del 71,6%. Este crecimiento se basa en sólidos resultados trimestrales y un rendimiento que superó las expectativas del mercado.
Por otro lado, las acciones de empresas líderes como Central Puerto, Pampa Energía, Grupo Galicia y Bolsas y Mercados Argentinos (ByMA) también tuvieron un desempeño destacado durante agosto, con incrementos de hasta el 55%. En el ámbito de los títulos públicos, los bonos de deuda de la República Argentina en moneda estadounidense con vencimientos al 2030 y 2041 lideraron con aumentos del 44% y 42,5%, respectivamente.
En este contexto desafiante, es esencial diversificar tu cartera de inversiones y considerar tus objetivos financieros y tolerancia al riesgo. Para obtener recomendaciones personalizadas, no dudes en ponerte en contacto con nosotros en asesoriafinanciera.ar. Juntos, podemos desarrollar una estrategia de inversión sólida y adaptada a tus necesidades.

668 comentarios en “¿Qué hacer con los pesos?: Las mejores alternativas de inversión”

  1. Hey there! This post could not be written any better! Reading through this post reminds me of my previous room mate! He always kept chatting about this. I will forward this article to him. Fairly certain he will have a good read. Many thanks for sharing!

  2. Awesome blog! Do you have any helpful hints for aspiring writers? I’m hoping to start my own blog soon but I’m a little lost on everything. Would you propose starting with a free platform like WordPress or go for a paid option? There are so many options out there that I’m totally confused .. Any recommendations? Many thanks!

  3. I will right away snatch your rss feed as I can’t find your email subscription hyperlink or e-newsletter service. Do you’ve any? Kindly allow me realize so that I could subscribe. Thanks.

  4. Good day I am so grateful I found your website, I really found you by accident, while I was looking on Yahoo for something else, Nonetheless I am here now and would just like to say cheers for a incredible post and a all round entertaining blog (I also love the theme/design), I don’t have time to read it all at the moment but I have bookmarked it and also added your RSS feeds, so when I have time I will be back to read a lot more, Please do keep up the superb job.

  5. You actually make it seem so easy along with your presentation however I find this topic to be really something which I think I’d by no means understand. It kind of feels too complex and extremely vast for me. I’m having a look ahead to your subsequent submit, I’ll attempt to get the grasp of it!

  6. Hi, just required you to know I he added your site to my Google bookmarks due to your layout. But seriously, I believe your internet site has 1 in the freshest theme I??ve came across. It extremely helps make reading your blog significantly easier.

  7. hey there and thank you for your information – I’ve certainly picked up something new from right here. I did however expertise several technical points using this site, as I experienced to reload the site many times previous to I could get it to load correctly. I had been wondering if your web host is OK? Not that I am complaining, but slow loading instances times will very frequently affect your placement in google and could damage your high-quality score if advertising and marketing with Adwords. Anyway I’m adding this RSS to my email and can look out for much more of your respective fascinating content. Ensure that you update this again very soon..

  8. I really like your writing style, fantastic info, appreciate it for posting :D. «God save me from my friends. I can protect myself from my enemies.» by Claude Louis Hector de Villars.

  9. I think this is among the most important info for me. And i am glad reading your article. But should remark on some general things, The site style is ideal, the articles is really nice : D. Good job, cheers

  10. Nice post. I was checking constantly this blog and I’m impressed! Extremely useful info specifically the last part 🙂 I care for such information much. I was seeking this certain info for a long time. Thank you and best of luck.

  11. You actually make it seem so easy with your presentation but I find this matter to be really something which I think I would never understand. It seems too complicated and extremely broad for me. I’m looking forward for your next post, I’ll try to get the hang of it!

  12. Wonderful web site. A lot of useful information here. I’m sending it to a few friends ans also sharing in delicious. And obviously, thanks for your effort!

  13. Excellent read, I just passed this onto a friend who was doing some research on that. And he just bought me lunch as I found it for him smile Therefore let me rephrase that: Thank you for lunch! «Whenever you have an efficient government you have a dictatorship.» by Harry S Truman.

  14. F*ckin’ tremendous things here. I’m very glad to see your article. Thank you a lot and i am taking a look ahead to contact you. Will you please drop me a mail?

  15. 비아그라 구매 사기 방지하는 방법 불행히도, 온라인 세계는 의심하지 않는 구매자를 대상으로 하는 사기로 가득 차 있습니다. 다음은 온라인에서 비아그라를 사는 것과 관련된 몇 가지 일반적인 사기 및 이를 피하는 방법입니다

  16. I have read several excellent stuff here. Definitely worth bookmarking for revisiting. I surprise how a lot effort you set to create the sort of wonderful informative website.

  17. What i don’t understood is if truth be told how you’re now not actually a lot more neatly-appreciated than you might be now. You are very intelligent. You recognize thus significantly in the case of this subject, produced me in my view believe it from so many varied angles. Its like women and men are not involved unless it is one thing to do with Woman gaga! Your individual stuffs great. At all times take care of it up!

  18. I don’t even know how I ended up here, but I thought this post was great. I don’t know who you are but definitely you are going to a famous blogger if you aren’t already 😉 Cheers!

  19. Great goods from you, man. I have understand your stuff previous to and you’re just too wonderful. I actually like what you’ve acquired here, certainly like what you’re stating and the way in which you say it. You make it entertaining and you still take care of to keep it wise. I cant wait to read far more from you. This is really a great web site.

  20. Today, I went to the beachfront with my kids. I found a sea shell and gave it to my 4 year old daughter and said «You can hear the ocean if you put this to your ear.» She placed the shell to her ear and screamed. There was a hermit crab inside and it pinched her ear. She never wants to go back! LoL I know this is totally off topic but I had to tell someone!

  21. Great – I should definitely pronounce, impressed with your web site. I had no trouble navigating through all the tabs as well as related information ended up being truly easy to do to access. I recently found what I hoped for before you know it in the least. Reasonably unusual. Is likely to appreciate it for those who add forums or something, website theme . a tones way for your customer to communicate. Nice task..

  22. I don’t even understand how I stopped up right here, but I believed this publish used to be great. I don’t realize who you might be however definitely you are going to a famous blogger should you aren’t already 😉 Cheers!

  23. I keep listening to the news speak about getting free online grant applications so I have been looking around for the finest site to get one. Could you tell me please, where could i acquire some?

  24. There are some fascinating closing dates in this article but I don’t know if I see all of them heart to heart. There is some validity however I will take hold opinion till I look into it further. Good article , thanks and we wish extra! Added to FeedBurner as well

  25. I have been surfing online more than three hours today, but I by no means discovered any interesting article like yours. It¦s lovely value enough for me. In my opinion, if all website owners and bloggers made good content material as you probably did, the net will likely be a lot more helpful than ever before.

  26. Самые популярные игры https://gamenest.app для Android, Загрузите самые популярные игры для Android. Скачать топовые игры для вашего Android-устройства и наслаждайтесь эксклюзивным контентом.

Los comentarios están cerrados.

Abrir chat