In this edition of "In few Words," Sebastián Salamanca CFA, CAIA Senior Investment Advisor at Mora Capital Group, shares his vision on the topics transforming global markets right now.
From the fragile truce in the Middle East that has reactivated energy commerce, to the new era of the Federal Reserve under Kevin Warsh's leadership, Salamanca analyzes how these changes directly impact your investments.
He doesn't stop there: he examines artificial intelligence's dominant role as the market's engine, but also questions whether final demand will justify the extraordinary investment currently being made.
All of this in the context of a market oscillating between days of resilience and moments of vulnerability. With solid fundamentals but volatility lurking, Salamanca offers a clear perspective on what to expect in the coming months and why, despite the uncertainty, maintaining composure and carefully selecting investments remains fundamental to long-term success.