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Dos oportunidades afloran tras el rebote del mercado
De (correo electrónico): Su nombre: Para (correo elctrónico): Asunto: Mensaje:
    <strong>Artículo publicado en <a href="http://www.lacartadelbolsa.com">La Carta de la Bolsa</a> el Miercoles, 29 de Octubre en la sección: Articulos</strong>
    <h3 class="titulo_articulo">Dos oportunidades afloran tras el rebote del mercado</h3>
    Redacción
    <p>
	La semana pasada la renta variable se benefició de un número de catalizadores, entre ellos los resultados empresariales estadounidenses que fueron mejores de lo esperado . En adelante, pensamos que la renta variable puede seguir apreciándose. Nos sigue gustando la renta variable japonesa ya que pensamos que podrá seguir apreciándose a medida que grandes instituciones incrementan su exposición a esta clase de activo Tras las recientes salidas, el sector de consumo discrecional parece más atractivo, en parte por la caída en los precios de energía y la subida de los tipos de interés.</p>

    <p>
	As we suggested a few weeks ago, high<br />
	yield became attractive during the recent sell-off. Since then, high yield bonds<br />
	have rallied and the spreads versus Treasury bond yields have contracted by over<br />
	60 basis points (0.60%).<br />
	One of the reasons for the rebound in high yield is the lack of yield in other segments<br />
	of the fixed income markets. With inflation remaining low throughout the world—<br />
	core U.S. inflation in September came in at just 1.7%, below the Fed’s target—the<br />
	Russ Koesterich, Managing Director, is<br />
	BlackRock’s Global Chief Investment<br />
	Strategist, as well as Global Chief<br />
	Investment Strategist for BlackRock’s<br />
	iShares® business. Mr. Koesterich was<br />
	previously Global Head of Investment<br />
	Strategy for active equities and a senior<br />
	portfolio manager in the U.S. Market<br />
	Neutral Group. Prior to joining the firm<br />
	in 2005, he was Chief North American<br />
	Strategist for State Street Bank.<br />
	It’s the question on everyone’s mind. And fortunately, there are<br />
	answers. Visit blackrock.com for more information.<br />
	so what do i do<br />
	with my money?®<br />
	WEEKLY INVESTMENT<br />
	COMMENTARY<br />
	Going forward, we think<br />
	stocks can make further<br />
	gains, and would continue to<br />
	favor Japanese equities<br />
	while adopting a more<br />
	constructive stance on U.S.<br />
	consumer stocks.</p>
<p>
	As we suggested a few weeks ago, high<br />
	yield became attractive during the recent sell-off. Since then, high yield bonds<br />
	have rallied and the spreads versus Treasury bond yields have contracted by over<br />
	60 basis points (0.60%).<br />
	One of the reasons for the rebound in high yield is the lack of yield in other segments<br />
	of the fixed income markets. With inflation remaining low throughout the world—<br />
	core U.S. inflation in September came in at just 1.7%, below the Fed’s target—the<br />
	Russ Koesterich, Managing Director, is<br />
	BlackRock’s Global Chief Investment<br />
	Strategist, as well as Global Chief<br />
	Investment Strategist for BlackRock’s<br />
	iShares® business. Mr. Koesterich was<br />
	previously Global Head of Investment<br />
	Strategy for active equities and a senior<br />
	portfolio manager in the U.S. Market<br />
	Neutral Group. Prior to joining the firm<br />
	in 2005, he was Chief North American<br />
	Strategist for State Street Bank.<br />
	It’s the question on everyone’s mind. And fortunately, there are<br />
	answers. Visit blackrock.com for more information.<br />
	so what do i do<br />
	with my money?®<br />
	WEEKLY INVESTMENT<br />
	COMMENTARY<br />
	Going forward, we think<br />
	stocks can make further<br />
	gains, and would continue to<br />
	favor Japanese equities<br />
	while adopting a more<br />
	constructive stance on U.S.<br />
	consumer stocks.</p>

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