Press enter

Insights

Here you can find perspectives on markets, trends and other stories of interest, as well as learn more about our business.

Market Outlook - Santander Private Banking

Market Outlook

Discover our key messages and possible investment strategies to follow

Temáticas del momento - Santander Private Banking

Current themes

Our investment team analyzes the main themes and the latest market trends 

Market Outlook

market-outlook-santander-private-banking

Market Outlook Q3 2024 | The labor market holds the key

Get our quarterly market outlook for a first-hand account of how our teams see the markets performing and the investment opportunities in Q3 2024

Access our quarterly report >

Current Themes 

Thematic investing is about transforming megatrends into investment opportunities

Thematic Funds

Thematic investing refers to strategies through which investors can invest in megatrends, capturing opportunities arising from structural changes in society that transcend economic cycles. In other words, thematic investing is about transforming megatrends into investment opportunities.

Diversified Fixed Income Portfolios - Market Perspectives

Diversified Fixed Income Portfolios

Yield levels of most fixed income asset classes remain attractive from a historical point of view despite the good performance of 2023.

The potential of generative Artificial Intelligence (AI)

The potential of generative Artificial Intelligence (AI)

The recent emergence of generative artificial intelligence (AI) is a clear example of the massive, rapid adoption of a technological innovation that is having a major impact on society and all sectors of the economy.

market-outlook-santander-private-banking

Market Outlook Q2 2024 | Softer landing moderates cuts

Get our quarterly market outlook for a first-hand account of how our teams see the markets performing and the investment opportunities in Q2 2024

Access our quarterly report >

Will the Magnificent 7 continue toset the pace in the market - Market Perspectives

Will the Magnificent 7 continue to set the pace in the market?

The Magnificent 7 are companies with a world-leading position in technologythat has enabled them to outstrip market growth, and they are leading the artificial intelligence boom. They are Microsoft, Apple, Nvidia, Amazon, Alphabet, Meta and Tesla.

Japanese equities - Why invest in Japan

Japanese equities

Japanese companies have improved how they manage funding over the last 20 years. It shows that, in terms of ROE, Japanese companies have outstripped US and European companies in that period. This growth has been driven mainly by the modernisation of business management approaches in Japan.

market-outlook-santander-private-banking

Market Outlook 2024 | Extending the investment horizon

Get our annual market outlook for a first-hand account of how our teams see the markets performing and the investment opportunities in 2024

Access our annual report >

Emerging Fixed-Income: an opportunity to diversify portfolios

Emerging Markets Debt: an alternative to diversify portfolios

Emerging markets debt and, more specifically, that issued in local currency has outperformed global and developed market fixed-income over the last 18 months.

Nearshoring: An opportunity for Latin America

Nearshoring: An opportunity for Latin America

Nearshoring is defined as the outsourcing strategy under which a company transfers part of its production to third parties in other countries that are nearby and in a similar time zone.

Investing in Asia, will it lead global growth?

Soaring consumer spending and integration into global trade, capital, talent and innovation flows have transformed Asia from a mere participant in global growth to one of the leading players. Investment interest in Asia is therefore more appealing than ever.

Read more >

The three key innovations that will drive artificial intelligence

Process automation and the proliferation of robots are creating a new paradigm in production and services. The Fourth Industrial Revolution, also known as the Digital Revolution, is giving increasing prominence to such fields as Artificial Intelligence (AI).

Read more >

More articles and perspectives

market-outlook-santander-private-banking

Market Outlook Q4 2023 | Difficult balance between growth and inflation

Get our quarterly market outlook for a first-hand account of how our teams see the markets performing and the investment opportunities in Q4 2023

Access our quarterly report >

Fixed-income: Time to add duration to portfolios

Fixed-income: Time to add duration to portfolios

Positive real long-term interest rates, expectations of future cuts in benchmark rates, and fixed-income's diversification effect make this a good time to think about adding duration to portfolios.

Digital Health - What it means

Digital Health - What it means

Digital health pursues efficiency in the healthcare system to provide appropriate high-quality care to a growing global population.

A new yield environment for short-term fixed-income

A new yield environment for short-term fixed-income

The combined increase in yields from the government debt curve and the credit risk premium creates a favourable environment for investing in low-risk fixed-income strategies: short-term high-credit quality.

Read more >

What is artificial intelligence and why is it important?

Why is Artificial Intelligence important?

Artificial Intelligence is already a reality that is making people's daily lives easier, through such applications as speech recognition and automatic translation systems.

There-openingof the Chinese economy boosts consumer spending

2023: the year of consumer spending in China

The re-opening of the Chinese economy boosts consumer spending. Higher savings in 2022 are the main driver. According to McKinsey, the propensity to save was at its highest since 2014.

Read more >