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Returns on inbestMe’s diversified portfolios were moderately negative at the end of the first quarter of 2025.

Default portfolios, inbestMe World, Profitable investments30/04/2025

During the first quarter of 2025, financial markets experienced significant uncertainty, primarily due to investor expectations regarding the lack of clarity in US economic policies. The new Trump administration’s plans included weakening the dollar and imposing tariffs on foreign trade. This led to an outflow of capital from dollar-denominated assets and improved performance of European…

The ECB lowers official rates by 0.25%, the Savings Portfolio EUR at 1.85%

Default portfolios, inbestMe World22/04/2025

The ECB cuts 25 basis points (0.25%) In its April 2025 meeting, the ECB cut rates by an additional 0.25%, reducing the deposit facility rate to 2.25%. It’s worth remembering that central banks lower official interest rates to support economic growth when inflation isn’t a threat. The inflationary surge that followed the pandemic is gradually…

Savings Portfolio, Target, Bonds… Which is the best option?

Default portfolios, inbestMe World, Investment strategies27/03/2025

Which is the best option for me: a Savings Portfolio, a Target Portfolio, or a Bond Portfolio? Or even something else? This is a common question among our clients, especially in recent months. While the answer ultimately depends on the client, depending on their time horizon and financial goals, we will once again attempt to…

Exceptional returns from inbestMe’s ETF portfolios in 2024

Default portfolios, inbestMe World13/03/2025

In this report, we complement our portfolio performance reports through the end of 2024 with a review of the performance of our Value ETF portfolios. This article also provides an opportunity to analyze the overall performance of the value factor globally and of several popular author funds in Spain. Value stocks have lagged behind in…

The ECB lowers official rates by 0.25%, the Savings Portfolio EUR to 2.10%

Default portfolios, Financial markets, inbestMe World10/03/2025

At its recent meeting on March 6, the ECB (European Central Bank) cut interest rates again by 0.25%. The deposit facility rate was reduced to 2.5%, which is a total reduction of 150 basis points (1.50%) from the peak of 4% (September 2023). The decision was widely anticipated. Interest focused on the future direction of…

SRI has cycles and can be as or more profitable in the long term

Default portfolios, inbestMe World24/02/2025

In this post we analyze the evolution of Socially Indexed Investment (SRI) in recent years and the impact on inbestMe’s SRI portfolios in 2024 and in the long term. SRI equity has been as profitable or more profitable over the long term Fuente MSCI The MSCI ACWI SRI in Euros (All country World Index SRI)…

Returns of the Target Portfolios at the end of 2024

Default portfolios, inbestMe World20/02/2025

At inbestMe, we offer a full range of target portfolios. We have options with maturities in 2026, 2027 and 2028, both in euros and US dollars for ETF portfolios, and a portfolio of index funds with a 2028 maturity in euros. The following table shows some metrics of some of our target portfolios in ETFs…

Good returns on Bond Portfolios at the end of 2024

Default portfolios, inbestMe World, Investment strategies17/02/2025

At inbestMe, we currently offer a full range of Bond Portfolios. By this we mean a portfolio that is made up of 100% fixed-income instruments. Previously, bonds were used in our portfolios primarily to diversify equity risks and a 100% bond portfolio was allocated only to very conservative investors. Following the rise in official interest…

Exceptional returns from dollar ETF portfolios in 2024

Default portfolios, ETF, inbestMe World13/02/2025

As a complement to the reports on the returns of our portfolios at the end of 2024, here we review the performance of the ETF portfolios in dollars. It is also worth remembering that dollar portfolios are only suitable for investors whose economy is “dollarized” or who specifically want to have exposure to the dollar…

Savings Portfolio returns at the end of 2024

Default portfolios, inbestMe World10/02/2025

The returns on the Savings Portfolios have been, as expected, in line with what we have been communicating. The Savings Portfolios have been designed to replicate the interest rates of central banks with an optimized composition of monetary funds that have this function. That is why we communicate that the Yield is variable, that is,…

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