Gestión de instrumentos financieros: impacto de la pandemia de Covid-19 en el mercado mundial de derivados

Oksana Tolkaneva; Boris Belyakovsky; Daniil  Kvon; Maria Vilisova; Evgeniy  Kochetkov; Vladimir  Sekerin

doi:10.5377/reice.v10i20.16019

Autores/as

Oksana Tolkaneva Khabarovsk State University of Economics and Law (KSUEL), Russia https://orcid.org/0000-0003-4381-9844
Boris Belyakovsky Russian State University of Tourism and Service, Moscow, Russia https://orcid.org/0000-0002-7195-1087
Daniil Kvon Moscow Aviation Institute, Moscow, Russia https://orcid.org/0000-0003-2030-9550
Maria Vilisova Don State Technical University, Shachty, Russia https://orcid.org/0000-0001-8873-7055
Evgeniy Kochetkov Financial University under the Government of the Russian Federation, Moscow, Russia https://orcid.org/0000-0002-1136-6804
Vladimir Sekerin V.A. Trapeznikov Institute of Control Sciences of Russian Academy of Sciences, Moscow, Russia https://orcid.org/0000-0002-2803-3651

DOI:

https://doi.org/10.5377/reice.v10i20.16019

Palabras clave:

Instrumentos Financieros Derivados, Opciones Sobre Acciones, Futuros Sobre Tipos De Interés, Opciones Sobre Materias Primas, Futuros Sobre Divisas

Resumen

La globalización de la economía, la inestabilidad de las tasas de interés y de cambio, la inflación significativa y la crisis mundial de la década de 1970 se han convertido en incentivos para el surgimiento de herramientas eficientes de gestión de riesgos financieros. Estos instrumentos financieros derivados contribuyen a mejorar la eficiencia funcional operativa, informativa, de precios, de valoración y de distribución, aumentando significativamente la eficiencia de los mercados financieros y de materias primas. El mercado de derivados en el mundo actúa como un indicador del estado de desarrollo y las tendencias tanto en la economía de cada estado individual como en la economía global en su conjunto. El propósito del estudio es evaluar el impacto de la pandemia de COVID-19 en el estado del mercado mundial de derivados. Los autores analizan la tendencia de los instrumentos financieros derivados para el período 2019-2021, incluyendo el aspecto regional. Se concluye que durante la pandemia ha crecido la negociación de instrumentos financieros derivados en todo tipo de contratos, excepto los futuros de divisas, y en todas las regiones. Al mismo tiempo, el aumento del volumen de negociación de derivados observado en el período 2020-2021 está impulsado por la necesidad de gestionar el riesgo en un entorno de mayor incertidumbre y volatilidad provocado por la pandemia de COVID-19.

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Gestión de instrumentos financieros: impacto de la pandemia de Covid-19 en el mercado mundial de derivados

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