Inside macro investing with Archipel Capital founder Manuel Cañás

See how Manuel Cañás, Founder of Archipel Capital and seasoned portfolio manager, chooses what to focus on, how he guards against his own potential investment decision biases and much more in this insights-packed chat with EXANTE Multi-Asset Strategist Horacio Coutiño. The conversation is in Spanish.

5 things you’ll get from this talk

Spotting mispriced market opportunities
Improving investment research efficiency
Assessing risk versus reward
Recognising emotional and home-country bias
Identifying macroeconomic drivers of investment opportunities

In the video you’ll also find Manuel’s views on Mexico, Brazil, Japan and the UK, as well as answers to audience questions.

“The first thing to look for is a gap between what market prices are telling you and where your macro view suggests they should be.”

Manuel Cañás

Founder and Portfolio Manager of Archipel Capital

Tento článek je poskytován pouze pro informační účely a neměl by být považován za nabídku nebo výzvu k nákupu nebo prodeji jakýchkoli investic nebo souvisejících služeb, jejichž odkazy se v něm můžou vyskytovat. Obchodování s finančními nástroji je spojeno se značným rizikem ztráty a nemusí být vhodné pro všechny investory. Dřívější produktivita není spolehlivým ukazatelem budoucí produktivity.