Equity Research Desk

Bienvenido Martin Acuña al equipo de Asesores Inteligentes! Martín es especialista en Machine Learning y se une a nuestroI Lab de desarrollo de portafolios basados en inteligencia artificial.

El presidente de la Fed, Powell indico hoy que no esperara a llegar al 2% de inflacion para bajar la tasa, dado que los 3 ultimos datos de inflacion ya muestran tendencia clara a la baja convergiendo a ese 2%.

In this segment, I describe the four key catalysts for crypto going into 2H 2024: 🚀 Macro environment – Canada and EU have already begun easing interest rates; with US CPI cooling off, the US Fed has more support for easing interest rates, supporting risk assets generally. Note that realized volatility in US equity indices like the S&P and Nasdaq Composite are already ~10% annualized. 🚀 ETH ETF launch – the launch of the ETH ETF is important because a rising tide often lifts all boats in crypto. Market expects a pace of $750M to $1B of net inflows per month into ETH ETF products, at least for the first 5-6 months. Note Bitcoin realized $2.5B+ net inflows per month for the first 5-6 months of its launch. BTC and ETH narratives are quite different. Bitcoin is sound money, a hedge against inflation, has a 21 million supply cap, and is verified with proof of work mining. Ethereum is the Internet's decentralized computer, has a burn mechanism that resulted in a net decline in total circulating supply over the last two years, and is validated through proof of stake, which ESG investors have cited stronger interest in, given the lower environmental footprint. I believe these two products will not cannibilize each other. I suspect a pace of $1.25B to $1.5B, or more, per month of net inflows into ETH ETF products may cause a break out into all-time-highs for ether, or mid-$4k range. 🚀 US election – the path forward for crypto in the US is crystal clear: legislation that supports innovation in this industry. We've seen some green shoots recently with the passing of FIT 21 and SAB 121 in the Congress recently, which were low odds. This is an increasingly bipartisan issue. Hurdles continue to exist at the executive level. The US election will set the tone for policy making and the legislative agenda for the next four years. 🚀 Broader access to ETF products globally – the UK and Hong Kong are already looking to launch new crypto exchange-traded products. More financial capitals are introducing more ways for investors to get exposure to crypto. In the US, there are still hurdles for certain brokerages and RIA networks. For example, Vanguard still does not allow investors to purchase crypto ETF products. Let me know what you think! https://lnkd.in/eRtqfD5X

Nuestro portafolio aiProtegido, que utiliza machine learning para predecir movimientos del mercado, tuvo un retorno del 23.9% durante la primera mitad del año, superando a las mayores hedge funds de Wall Street. #acciones #inversiones #hedgefunds

Asesores Inteligentes protagonizando la evolución de nuestra industria con Inteligencia Artificial en INSITE '24, en Nashville. #insite24 #inversiones #AI #Pershing Diego Perfumo Martin Ogallar BNY Mellon | Pershing BNY Mellon

Asesores Inteligentes participando de #KO2024 en Punta del Este: Diego Perfumo Martin Ogallar Alberto White Carolina Jorysz

Los aumentos de productividad expanden las ganancias de empresas grandes, llevando al mercado a nuevos records. La inteligencia artificial reforzará aún más esta tendencia. #ai #investing #productivity #inteligenciaartificial #inversiones

Inteligencia Artificial transformará #wealthmanagement. @AsesoresInteligentes provee las herramientas de AI para empoderar al asesor. #inversiones #AI #inteligenciaartificial

Director de Asesores Inteligentes Bernardo Mariano presentando la evolucion de #wealthmanagement con #artificialintelligence.

Atualizar a nossa infraestrutura tecnológica para oferecer soluções mais eficientes, atender de forma mais ágil às demandas dos nossos clientes e suportar o crescimento do mercado. Aliado a esta estratégia e após mapearmos as necessidades dos nossos clientes, modernizamos nossa clearing de câmbio para uma infraestrutura 100% na nuvem, a primeira do mercado nesta modalidade. Saiba mais aqui: https://lnkd.in/dDXcUHJN