The economic situation is heading towards a stagflation scenario, so it becomes necessary to lead technological change. Don't miss this article by Gonzalo de Cadenas Santiago, director of macroeconomic and financial analysis at MAPFRE Economics.
Results for: Investment
“The rates change everything”: MGP recommends caution in the markets
MAPFRE Gestión Patrimonial prepares a monthly market report, which in this occasion focuses on central banks, corporate results and the repetition of the repetition of the same pattern as five years ago in the markets.
The real estate sector is weak but a long way from what we saw in the financial crisis
Home sales and mortgage closings have fallen sharply in recent months. Alberto Matellán, chief economist at MAPFRE Inversión, explains that despite the problems in the real estate sector, the situation is nothing like what we saw in 2007 and 2008.
Sustainable investment: “We need more clarity from regulators”
ESG investing is one of the great megatrends of recent years. At the annual Insurance Asset Risk 2023 conference in London recently, José Luis Jiménez, group chief investment officer at MAPFRE, pointed out that the industry needs more certainty from regulators.
Is it too early for a pause in US rate hikes?
The Fed decided at its June meeting to keep interest rates in the 5.00%-5.25% range, but the inflation data "denote insufficient progress to sustain this pause," according to MAPFRE Economics.
"It is important for investors to be content with the composition of their portfolios"
Alberto Matellán, Chief Economist at MAPFRE Inversión, explained markets are now trading in a more sideways drift, so "it is important for investors to be content with the composition of their portfolios".
A market awaiting new benchmarks
The macroeconomic perspectives have hardly changed in recent months, meaning investors are on standby as they wait for new benchmarks in some key variables: inflation, growth or interest rates. Alberto Matellán, chief economist at MAPFRE Inversión, explains.
SMEs in the USA: low-cost and high growth potential
Jonathan Boyar, director of Boyar Value Group and advisor to the MAPFRE AM US Forgotten Value Fund, says the key is in the in-depth fundamental analysis of these companies.
Investor alert: new economic shock
The latest macroeconomic data published in recent weeks aren’t particularly positive, with a significative slowdown in China and Germany.