Analysts emphasized the importance of including negotiable obligations in dollars in investment portfolios for October.
With the beginning of October, savers and investors have already started asking themselves What investments in pesos and in dollars make To protect and increase its capital, especially in a month as volatile as the one that is coming before the national legislative elections.
What investments make in October being conservative and moderate
As in periods of high instability and uncertainty, experts’ first recommendation is to bet on stable dollarized assets, such as corporate bonds.
“Today I am assembling is mainly wallets that have high quality negotiable obligations in combination with common investment funds that invest in fixed income from abroad. In general, they invest in Latin American and US bonds. They are a safe alternative to invest in the medium/long term without large shocks,” summarized the financial advisor Fernando Villar.
For its part, the consultant Abel Cuchietti It coincided with the importance of including negotiable obligations in investment portfolios, but also indicated that some could be added Yield defensiveas the case of Coca-Cola. “This company is in a fantastic moment. It was going down a lot in the United States, which becomes a non -Argentine asset with a nice future potential,” he said.
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The options in pesos for aggressive profiles
Meanwhile, profiles that assume a little more risk can also make rate in pesos through a bonus linked to inflationaccording to Villar, at the risk of the benefit being liquefied if the dollar jumps.
On the other hand, the most aggressive investors, with a longer -term horizon, can take advantage of October to assemble positions directly in Local variable income. “Possections, I would already start positioning my banking and oil sector. They are like to enter after the elections if we do not wait Omar de Lucca.
And with respect to sovereign bonds, the Executive said that decision -making will depend greatly that the financial support of the American Treasury after the elections is instructed. “Because here there was a very large ad, US $30,000 million, swap with the US … but if Milei is doing badly, will the treasure put all that money? The small print of the agreement is not clarified either …”, he clarified.
“An aggressive can now play with Argentine actions and yield a little more freely. And more sovereign bonds to capture performance possections,” said Cuchietti.
Source: Ambito
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