Tres lecciones clave para invertir en 2026

​Director de Estrategia de Inversiones para América Latina de BlackRock.19.01.2026 00:52 Actualizado: 19.01.2026 00:52

Tres lecciones clave para invertir en 2026

TL;DR

  • Economic laws and basic rules limit radical government changes, moderating political extremes.
  • Megatrends, particularly AI, are more influential than traditional macroeconomics, driving economic growth.
  • The financial system is evolving with stablecoins and asset tokenization, potentially impacting the dollar's reserve currency status.
  • Recent US military intervention in Venezuela highlights how political shocks and megatrends can rapidly transform markets.
  • Investors are advised to adopt active risk management, focusing on sectors and managers in AI, private markets, and hedge funds.
  • Chilean investors should prepare for a dynamic and disruptive environment in 2026.