Sabadell - ESTRATEGIA MENSUAL DE RENTA VARIABLE: ABRIL 2023 (ANÁLISIS BANCO SABADELL)

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Sabadell

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ESTRATEGIA MENSUAL DE RENTA VARIABLE: ABRIL 2023 (ANÁLISIS BANCO SABADELL)

Las aguas en los mercados se estabilizan y las bolsas vuelven a cerca de los máximos anuales gracias a la recuperación liderada por defensivos y estilos large - growth. El relativo cíclicos - defensivos descuenta ahora un PMI manufacturero de entre 47-48 frente a los niveles de 53-54 que llegó a descontar a principios de marzo. Esperamos un mercado sujeto a una elevada rotación entre sectores cíclicos y defensivos y una volatilidad en ascenso.

20/04/2023 1 ES

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ESTRATEGIA MENSUAL DE RENTA VARIABLE: ABRIL 2023 (ANÁLISIS BANCO SABADELL)

COLONIAL: MÁS DETALLES SOBRE LA ENTRADA DE CRITERIA EN EL CAPITAL DE COLONIAL (ANÁLISIS BANCO SABADELL)

MERLIN PROPERTIES: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 17 MAY (ANÁLISIS BANCO SABADELL)

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