{"id":51813,"date":"2025-11-29T16:28:02","date_gmt":"2025-11-29T20:28:02","guid":{"rendered":"https:\/\/noticiasveraces.com\/?p=51813"},"modified":"2025-11-29T16:28:02","modified_gmt":"2025-11-29T20:28:02","slug":"dos-directores-ejecutivos-de-etf-ven-un-cambio-clave-en-el-mercado","status":"publish","type":"post","link":"https:\/\/noticiasveraces.com\/?p=51813","title":{"rendered":"Dos directores ejecutivos de ETF ven un cambio clave en el mercado"},"content":{"rendered":"<p> \n<\/p>\n<div id=\"SpecialReportArticle-ArticleBody-6\" data-module=\"ArticleBody\" data-test=\"articleBody-2\" data-analytics=\"SpecialReportArticle-articleBody-6-2\"><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"\/><\/p>\n<div role=\"region\" aria-labelledby=\"Placeholder-ArticleBody-Video-108231154\">\n<div role=\"button\" tabindex=\"0\" id=\"Placeholder-ArticleBody-Video-108231154\" class=\"PlaceHolder-wrapper\" data-vilynx-id=\"7000396488\" data-test=\"VideoPlaceHolder\">\n<div class=\"InlineVideo-videoEmbed\" id=\"InlineVideo-0\" data-test=\"InlineVideo\">\n<div class=\"InlineVideo-wrapper\">\n<div class=\"InlineVideo-inlineThumbnailContainer\"><img decoding=\"async\" class=\"InlineVideo-videoThumbnail\" src=\"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108231216-2ED3-ETF-FULL-112425.jpg?v=1764015330&amp;w=750&amp;h=422&amp;vtcrop=y\" alt=\"ETF Edge sobre se\u00f1ales de un nuevo ciclo de mercado y principales ideas para 2026\"\/><span class=\"InlineVideo-videoButton\"\/><span\/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p>Es posible que en el mercado se est\u00e9 produciendo una rotaci\u00f3n clave alej\u00e1ndose de las acciones de inteligencia artificial.<\/p>\n<p>Seg\u00fan John Davi de Astoria Portfolio Advisors, una gama m\u00e1s amplia de acciones est\u00e1n recibiendo \u00abluz verde\u00bb porque la liquidez est\u00e1 regresando al sistema.<\/p>\n<p>\u00abLa Reserva Federal recort\u00f3 las tasas cuatro veces el a\u00f1o pasado. Ya las redujo dos veces. Van a hacerlo de nuevo ya sea en diciembre o en diciembre\u00bb. [or] \u00abEn enero\u00bb, dijo el CEO y director de inversiones de la empresa al programa \u00abETF Edge\u00bb de CNBC esta semana. \u00abHist\u00f3ricamente, cada vez que la Reserva Federal recorta las tasas de inter\u00e9s, generalmente es un giro de un nuevo ciclo. El liderazgo del mercado tiende a cambiar silenciosamente\u00bb.<\/p>\n<p>Enumera los \u00faltimos resultados en \u00e1reas que van desde los mercados emergentes hasta el sector industrial. El <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-4\">ETF iShares MSCI de Mercados Emergentes<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>que sigue al grupo, ha subido un 17% en los \u00faltimos seis meses al cierre del mi\u00e9rcoles. El <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-5\">Fondo SPDR del sector industrial selecto<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  ha aumentado un 9% durante el mismo per\u00edodo.<\/p>\n<p>\u00abCreo que pueden ser una buena compensaci\u00f3n para lo que es una costosa posici\u00f3n tecnol\u00f3gica de gran capitalizaci\u00f3n, que domina la mayor\u00eda de las carteras\u00bb, a\u00f1adi\u00f3. \u00abVivimos en un mundo con una inflaci\u00f3n estructuralmente m\u00e1s alta. La Reserva Federal est\u00e1 recortando las tasas como, \u00bfpor qu\u00e9 quieres asumir tanto riesgo en s\u00f3lo siete acciones?\u00bb y<\/p>\n<p>Davi prefiere un enfoque global equilibrado para invertir frente a una posici\u00f3n sobreponderada en los 7 Magn\u00edficos, que se compone de <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-7\">Manzana<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-8\">Amazonas<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-9\">Metaplataformas<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-10\">NVIDIA<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-11\">microsoft<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-12\">tesla<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  y <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-13\">Alfabeto<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>que ha estado cotizando en torno a m\u00e1ximos hist\u00f3ricos. El Mag 7 constituye aproximadamente un tercio del <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-15\">S&#038;P 500<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>.<\/p>\n<\/div>\n<div class=\"group\">\n<p>Sophia Massie, directora ejecutiva del emisor de ETF LionShares, tambi\u00e9n se muestra cautelosa a la hora de apostar todo por el comercio de IA.<\/p>\n<p>\u00abCreo que los analistas tienen una idea de cu\u00e1nto valor agregar\u00e1 la IA a nuestra econom\u00eda. No creo que entendamos realmente c\u00f3mo se desarrollar\u00e1 eso entre las diferentes empresas todav\u00eda\u00bb, dijo Massie en la misma entrevista. \u00abEntonces, tengo la sensaci\u00f3n de que en este momento estamos valorando esta probabilidad de que&#8230; una empresa pueda ser la que domine, domine la IA y termine siendo un gran jugador en el futuro\u00bb.<\/p>\n<\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Es posible que en el mercado se est\u00e9 produciendo una rotaci\u00f3n clave alej\u00e1ndose de las acciones de inteligencia artificial. Seg\u00fan John Davi de Astoria Portfolio Advisors, una gama m\u00e1s amplia de acciones est\u00e1n recibiendo \u00abluz verde\u00bb porque la liquidez est\u00e1 regresando al sistema. \u00abLa Reserva Federal recort\u00f3 las tasas cuatro veces el a\u00f1o pasado. Ya &hellip;<\/p>\n","protected":false},"author":1,"featured_media":51815,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108180547-1754063406081-IMG_8885.jpg?v=1754063887&w=1920&h=1080","fifu_image_alt":"","footnotes":""},"categories":[3],"tags":[],"class_list":["post-51813","post","type-post","status-publish","format-standard","has-post-thumbnail","","category-negocio"],"_links":{"self":[{"href":"https:\/\/noticiasveraces.com\/index.php?rest_route=\/wp\/v2\/posts\/51813","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/noticiasveraces.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/noticiasveraces.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/noticiasveraces.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/noticiasveraces.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=51813"}],"version-history":[{"count":0,"href":"https:\/\/noticiasveraces.com\/index.php?rest_route=\/wp\/v2\/posts\/51813\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/noticiasveraces.com\/index.php?rest_route=\/wp\/v2\/media\/51815"}],"wp:attachment":[{"href":"https:\/\/noticiasveraces.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=51813"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/noticiasveraces.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=51813"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/noticiasveraces.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=51813"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}