¿Por qué debes de invertir este 2021 en fondos de inversión?

 

Invertir este 2021 en fondos de inversión es una gran idea, sobre todo si eres un inversor inexperto en los mercados financieros. A continuación, te explicamos cuáles son las previsiones para este año 2021 y en qué benefician a los fondos de inversión.

Tendencias de inversión en 2021

La crisis del coronavirus ha afectado al mundo financiero de manera catastrófica. Y tras un año incierto, parece que ya se empieza a vislumbrar la luz al final del túnel.

Algunos sectores han sido más castigados que otros, e incluso algunas empresas han conseguido una gran revalorización ante la situación actual. Los sectores que han presentado un mayor incremento son el farmacéutico y de biotecnología, así como los relacionadas con energías limpias.

También es necesario mencionar que el impacto de esta crisis sanitaria en la economía mundial ha sido muy desigual. Sin ir más lejos, China fue el único país que siguió creciendo durante el año 2020, algo insólito en el resto de economías mundiales.

Lo interesante de este año 2021 es que, según muchos expertos, es el año en el que se dará la recuperación económica a partir de septiembre.

¿Por qué invertir este 2021 en fondos de inversión?

Los fondos de inversión son el mejor producto financiero para los inversores inexpertos y en realidad para todos; ya que de esta manera es un gestor profesional el que controlará tu fondo para impedir que se desvíe de los objetivos marcados. Pero un tipo de fondo que es perfecto para estos tiempos turbulentos es el fondo de inversión flexible.

Estas son las razones por las que te va a salir rentable invertir este año 2021 en fondos de inversión:

  1. Cambian su estrategia en función del mercado

Esta es una de las principales ventajas de este tipo de fondos. A diferencia de los fondos mixtos (poner enlace interno), en los fondos flexibles habitualmente no existe un porcentaje mínimo, ni máximo de inversión, por lo que pueden adaptarse mejor a los movimientos de los mercados. Así, el equipo de gestores puede ajustar mucho mejor la distribución de la cartera.

  1. La flexibilidad de la cartera

Además de invertir en activos tradicionales como la renta fija o la renta variable, el equipo gestor del fondo puede utilizar en otros activos como tesorería, divisas, materias primas, derivados, etc., dependiendo de la política de inversión del fondo. Esto les ofrece mucha más flexibilidad que los activos conservadores tradicionales.

  1. Son productos de gestión activa

Los equipos gestores de este tipo de fondos, son expertos en sus respectivas estrategias inversoras y se encargan de llevar a cabo una gestión muy activa de las carteras. Adaptándose y adelantándose a todos los cambios del mercado.

  1. Es el producto ideal en períodos de crisis

Los fondos de inversión flexibles se adaptan perfectamente a cualquier entorno de mercado, también en periodos de alta volatilidad y tipos muy bajos, cuando el objetivo principal debe ser la conservación del capital. Todo gracias al equipo de profesionales que hay detrás.

 

En definitiva, invertir este 2021 en fondos de inversión es una gran idea. Ya que gracias al equipo de profesionales que gestionan tu cartera y al próximo repunte de los mercados es una apuesta segura. Infórmate mejor sobre todos nuestros fondos de inversión en Altarius Capital.

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