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¿Dónde Invertir en 2023? El año de la inversión en renta fija

A pocos días del término del 2022, La Tercera consultó a un grupo de expertos sobre recomendaciones de inversión para 2023.

Un sector que se ha vuelto muy atractivo en 2022 es la renta fija en Estados Unidos. Con un riesgo muy moderado hoy es posible obtener rendimientos de entre 4% y 6%. No solamente los bonos del Tesoro de Estados Unidos caen en este grupo, sino también la deuda corporativa con buena calificación.

Francisco Simian, Economista de Altafid, indica que “en renta variable, es probable que los sectores más golpeados en 2022 ofrezcan buenas oportunidades para estén dispuestos a invertir con plazos largos. Por ejemplo, algunas empresas tecnológicas han sufrido recortes en los precios de sus acciones muy profundos este año. En algunos de estos casos, siendo Meta quizás el más conocido, vemos que hay un gran potencial de recuperación”.

Además, si bien para 2023 se espera una ralentización de la economía, no todas las empresas se verán igualmente condicionadas por esto. Por eso mantenemos nuestra recomendación de invertir de manera diversificada, minimizando el riesgo de cartera sujeto a los objetivos de inversión. También hay que prestar atención a los costos que cobran los gestores, que en Chile varían mucho y pueden llegar a consumir la mayoría de los retornos del cliente en algunos años.

Finalmente, hoy es un buen momento para diversificar invirtiendo en el exterior, pues el peso se ha fortalecido mucho en las últimas semanas, haciendo más conveniente el salto a instrumentos denominados en dólares.

 Austin, USA
13215 Bee Cave Pkwy, Ste. A240,
Austin, TX 78738
 Santiago, Chile
Rosario Norte 555, oficina 1604,
Las Condes

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