¿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.

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

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