Values to gain with the rise in debt yield
La rentabilidad de algunas de las principales referencias entre los bonos gubernamentales a largo plazo en los mercados desarrollados tocó ayer máximos de varios años. Leer
Government bond yields in developed markets reached several-year highs, driven by renewed inflation fears and fiscal pressures. This scenario is unfavorable for stock market investment, as higher borrowing costs can slow economic growth. However, some sectors and companies may benefit from higher interest rates, including insurers like Mapfre, Axa, and Allianz, who invest in fixed-income securities.
Banks such as Unicaja, Bankinter, CaixaBank, and Sabadell may also benefit from improved interest margins. Companies with strong balance sheets and low debt, like Inditex, Indra, and ACS, may also see gains.
Written by urgent.news from Expansion ES's report — not a translation of it. Machine-written — may contain errors; check the original before relying on it.
