{"id":12560,"date":"2026-09-30T12:12:01","date_gmt":"2026-09-30T10:12:01","guid":{"rendered":"https:\/\/diverinvest.es\/?post_type=cartas-de-david&#038;p=12560"},"modified":"2026-09-30T12:25:49","modified_gmt":"2026-09-30T10:25:49","slug":"carta-septiembre-2026","status":"publish","type":"cartas-de-david","link":"https:\/\/diverinvest.es\/en\/cartas-de-david\/carta-septiembre-2026\/","title":{"rendered":"Carta septiembre 2026: &#8220;Un 5% es mucho&#8221;"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Barcelona, 30\/09\/2026<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Estimado amigo,<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Llevamos unos a\u00f1os donde la inversi\u00f3n en renta variable y especialmente en sectores de alta tecnolog\u00eda ha liderado la rentabilidad de los mercados financieros. Llevando a las acciones de la \u201cvieja econom\u00eda\u201d y los bonos a perder gran parte de su glamur.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Est\u00e1 claro que los robots humanoides, el quantum computing, la IA generativa, el propio espacio, el banco del futuro&#8230; son algunas de las \u00e1reas donde se van a seguir produciendo los cambios m\u00e1s significativos en los pr\u00f3ximos a\u00f1os.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sin embargo, estamos viendo como algunos de los gur\u00fas financieros como Kathie Wood o Bernstein, entre otros, cuestionan el futuro de la vieja econom\u00eda y en especial la renta fija como activo de inversi\u00f3n en una cartera a largo plazo.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Y, por si fuera poco, estos visionarios, ante un posible estallido de la burbuja tecnol\u00f3gica, recomiendan comprar bitcoins, oro y el yen japon\u00e9s.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Permitidme recordar que, a pesar de que los bonos de gobierno est\u00e1n tensionados por el buen momento de la econom\u00eda y el repunte de la inflaci\u00f3n, ofrecen rentabilidades hist\u00f3ricamente elevadas, un 5% es mucho.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Soy un simple humano con 30 a\u00f1os de experiencia, no soy la IA, y os digo que un 5% es una buena rentabilidad. Debemos tener en cuenta que dicha rentabilidad viene respaldada por la mejor econom\u00eda del mundo, est\u00e1 casi asegurada y, por si fuera poco, har\u00e1 de cobertura en momentos de volatilidad, que seguro que vendr\u00e1n.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Un abrazo,<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">David Levy<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Barcelona, 30\/09\/2026 Estimado amigo, Llevamos unos a\u00f1os donde la inversi\u00f3n en renta variable y especialmente en sectores de alta tecnolog\u00eda ha liderado la rentabilidad de los mercados financieros. Llevando a las acciones de la \u201cvieja econom\u00eda\u201d y los bonos a perder gran parte de su glamur. Est\u00e1 claro que los robots humanoides, el quantum computing, [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":12561,"parent":0,"template":"","categories":[],"class_list":["post-12560","cartas-de-david","type-cartas-de-david","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Carta septiembre 2026: &quot;Un 5% es mucho&quot; - DiverInvest<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/diverinvest.es\/en\/cartas-de-david\/carta-septiembre-2026\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Carta septiembre 2026: &quot;Un 5% es mucho&quot; - DiverInvest\" \/>\n<meta property=\"og:description\" content=\"Barcelona, 30\/09\/2026 Estimado amigo, Llevamos unos a\u00f1os donde la inversi\u00f3n en renta variable y especialmente en sectores de alta tecnolog\u00eda ha liderado la rentabilidad de los mercados financieros. Llevando a las acciones de la \u201cvieja econom\u00eda\u201d y los bonos a perder gran parte de su glamur. Est\u00e1 claro que los robots humanoides, el quantum computing, [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/diverinvest.es\/en\/cartas-de-david\/carta-septiembre-2026\/\" \/>\n<meta property=\"og:site_name\" content=\"DiverInvest\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-30T10:25:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/diverinvest.es\/wp-content\/uploads\/septiembre-2026.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1672\" \/>\n\t<meta property=\"og:image:height\" content=\"941\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/diverinvest.es\\\/en\\\/cartas-de-david\\\/carta-septiembre-2026\\\/\",\"url\":\"https:\\\/\\\/diverinvest.es\\\/en\\\/cartas-de-david\\\/carta-septiembre-2026\\\/\",\"name\":\"Carta septiembre 2026: \\\"Un 5% es mucho\\\" - DiverInvest\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/diverinvest.es\\\/en\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/diverinvest.es\\\/en\\\/cartas-de-david\\\/carta-septiembre-2026\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/diverinvest.es\\\/en\\\/cartas-de-david\\\/carta-septiembre-2026\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/diverinvest.es\\\/wp-content\\\/uploads\\\/septiembre-2026.png\",\"datePublished\":\"2026-09-30T10:12:01+00:00\",\"dateModified\":\"2026-09-30T10:25:49+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/diverinvest.es\\\/en\\\/cartas-de-david\\\/carta-septiembre-2026\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/diverinvest.es\\\/en\\\/cartas-de-david\\\/carta-septiembre-2026\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/diverinvest.es\\\/en\\\/cartas-de-david\\\/carta-septiembre-2026\\\/#primaryimage\",\"url\":\"https:\\\/\\\/diverinvest.es\\\/wp-content\\\/uploads\\\/septiembre-2026.png\",\"contentUrl\":\"https:\\\/\\\/diverinvest.es\\\/wp-content\\\/uploads\\\/septiembre-2026.png\",\"width\":1672,\"height\":941},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/diverinvest.es\\\/en\\\/cartas-de-david\\\/carta-septiembre-2026\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Portada\",\"item\":\"https:\\\/\\\/diverinvest.es\\\/en\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Cartas de David\",\"item\":\"https:\\\/\\\/diverinvest.es\\\/en\\\/cartas-de-david\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Carta septiembre 2026: &#8220;Un 5% es mucho&#8221;\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/diverinvest.es\\\/en\\\/#website\",\"url\":\"https:\\\/\\\/diverinvest.es\\\/en\\\/\",\"name\":\"DiverInvest\",\"description\":\"Corporate Family Office\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/diverinvest.es\\\/en\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Carta septiembre 2026: \"Un 5% es mucho\" - DiverInvest","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/diverinvest.es\/en\/cartas-de-david\/carta-septiembre-2026\/","og_locale":"en_US","og_type":"article","og_title":"Carta septiembre 2026: \"Un 5% es mucho\" - DiverInvest","og_description":"Barcelona, 30\/09\/2026 Estimado amigo, Llevamos unos a\u00f1os donde la inversi\u00f3n en renta variable y especialmente en sectores de alta tecnolog\u00eda ha liderado la rentabilidad de los mercados financieros. 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