PC2 Investment Strategy Review for 2025
4 de February de 2025

On December 20, 2024, the new investment strategy for Pensions Caixa 2, F.P. was approved, effective from January 1, 2025. This strategy was agreed upon by the Board of Trustees, VidaCaixa as the Managing Entity, and WTW as the investment advisor. The 2025 strategy adapts to an evolving economic environment, focusing on improving the expected […]

Pensions Caixa 2 – Q4 Results
4 de February de 2025

Throughout 2024, global markets faced challenges due to fluctuations in monetary policies and an uncertain economic environment. However, the overall picture showed moderate resilience in the major economies, allowing for a gradual recovery, especially in Europe and the United States.  The European Central Bank (ECB) adjusted its interest rate in December, lowering it from 3.25% […]

Pensions Caixa 2 – Q3 2024 Results
31 de October de 2024

The third quarter of 2024 brought notable shifts in global financial markets, with major central banks easing policies as inflation moderated. In the US, the Federal Reserve cut rates by 50 basis points to move closer to a neutral stance, aiming to manage inflation without triggering a recession. The European Central Bank also reduced rates […]

Pensions Caixa 2 – Q2 2024 Results
6 de August de 2024

Recent evidence suggests that inflation in Europe and the US is on a downward path. The US Consumer Price Index (CPI) recorded the lowest monthly inflation print since mid-2020. Despite this, interest rates remain at or near their peak in the US and the Eurozone. Central banks have shifted away from forward guidance, focusing instead […]

Pensions Caixa 2 – Q1 2024 Results
14 de May de 2024

Inflationary pressures have been a focal point for central banks, particularly the Federal Reserve, which has closely monitored developments amid a backdrop of fluctuating geopolitical dynamics. These tensions pose significant upside risks to inflation, adding a layer of complexity to monetary policy considerations. Throughout the past year, inflation experienced a rapid descent, prompting growing confidence […]

Performance of PC2 in 2023
7 de March de 2024

The year 2023 began with a challenging outlook, as markets reflected concerns about inflation and anticipated a possible recession in the second half of the year. However, last year turned out to be considerably more positive than expected for those involved in traditional financial asset markets. In a complex global context, marked by the rapid […]

PC2 Investment Strategy Review for 2024
7 de March de 2024

At the Board of Trustees meeting held on December 15th, 2023, the investment strategy of Pensions Caixa 2, F.P. was reviewed, and a new mandate for 2024 was approved, effective from January 1st of the current year. This new mandate has been agreed upon by the Board of Trustees, VidaCaixa, in its capacity as Management […]

Resultados de PC2 en el año 2023
7 de February de 2024

El inicio del año 2023 comenzó con un panorama desafiante, ya que los mercados reflejaban preocupación por la inflación y anticipaban una posible recesión en la segunda mitad del año. No obstante, el año pasado resultó ser considerablemente más positivo de lo previsto para aquellos involucrados en los mercados de activos financieros tradicionales. En un […]

Rentabilidades históricas de PC2 y otros instrumentos de inversión
29 de January de 2024

El repunte de fin de año supone buenas rentabilidades en casi todo tipo de carteras La expectativa de múltiples bajadas de tipos tanto en Europa como en EEUU por parte de los bancos centrales en 2024, ha provocado que en el último trimestre se hayan revalorizado tanto la renta fija como la variable. Así, la […]

RENTABILIDADES HISTÓRICAS DE PC2 Y DE OTROS INSTRUMENTOS DE INVERSIÓN
26 de July de 2023

Comportamiento de diferentes instrumentos de inversión a junio de 2023 El ecuador del año nos lleva a un escenario muy distinto al que los analistas preveían a finales del 2022. La inflación ha resultado más duradera de lo que cabía pensar tras las subidas de tipos por parte de los bancos centrales y estos se […]