Santiago Ulloa on CNN: Basics for Investing in Troubled Times

September 1, 2023

WE Family Offices Managing Partner Santiago Ulloa was featured in an interview on CNN en Español‘s Globoeconomia with Jose Montenegro. On the show, Santiago discussed the “Basics for Investing in Turbulent Times.” During the discussion, Ulloa shared his optimism about the financial world, given rising equity valuations and strong recovery, and shared opportunities in fixed income that can potentially lower portfolio risk.

Throughout the program, Ulloa highlighted the “highly important” rule of diversification, which includes diversification across different asset classes, markets, opportunities and currencies, as well as in investment style, investment manager and cost.

 

Important Information:

This interview contains our current opinions and commentary that are subject to change without notice. Our commentary is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or needs of any recipient. The information contained herein does not constitute legal or tax advice to any person. Please consult with your tax advisor regarding any taxation implications of the information presented in this presentation.