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FI Commodities: Estado y opciones - fondos de inversion

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FI Commodities: Estado y opciones - fondos de inversion
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#9

Re: FI Commodities: Estado y opciones - fondos de inversion

Hola Nyskar, copio esto de Carsten Menke (Commodities Research Analyst, Julius Baer) por si te interesa:

COMMODITIES: No lasting support from copper supply disruption

Supply disruptions are back in focus for the copper market and have pushed prices above USD 6,000 per tonne. At the end of March heavy rains hit Chile, the world’s largest copper producer. Output from several mines was hampered and transportation routes were cut. Lost supply should however be limited as mining companies have gradually resumed operations. Nevertheless, Chile yesterday announced that this year copper production would be slightly down from initial estimates but still up compared to last year.

Zambia, Africa’s largest copper producer, is meanwhile mulling changes to recently hiked royalty rates after mining companies threated to cut investment and close mines. Overall, copper mine production should continue growing this year, keeping the market well supplied. Mining cost deflation is a factor not to be underestimated in the current environment. Producers continue to benefit from low prices for mining consumables such as diesel and steel while those outside the United States receive additional relief from weakening domestic currencies. Our gauge of marginal producer currencies has fallen to the lowest level in more than a decade and is down almost 20% since the beginning of last year.

Support from supply disruptions is unlikely to last for copper. Growing mine production should keep the market well supplied with persistent weakness in China’s property market representing the key downside risk. We maintain a neutral view.

Fuente: http://lacartadelabolsa.com/leer/articulo/fixed_income_european_bond_market_remains_expensive_we_prefer_the_alternati

Saludos.

#11

Re: FI Commodities: Estado y opciones - fondos de inversion

No te parece más interesante este:
http://www.morningstar.es/es/funds/snapshot/snapshot.aspx?id=F000000JS7

El que tu propones el TER es de 1.98% con una vocación a mantenerlo durante décadas yo intentaría buscar algo con menos TER

#12

Re: FI Commodities: Estado y opciones - fondos de inversion

Muchas gracias Zendchi. Justo ése era la otra opción, con una mejor performance y algo menos de TER (0,3 % de diferencia). De los disponibles en R4, me parecen los más interesantes y, efectivamente, el que tú indicas puede ser el mejor. Muchas gracias.