Spain’s stance regarding the war with Iran has drawn an angry reaction from the United States, with President Donald Trump threatening to cut trade ties and even impose an embargo. Could this climate affect IBEX 35 stock prices? According to Alberto Matellán, general manager of La Financière Responsable, it is still premature for such a scenario to materialize.
The coordinated attack by the United States and Israel on targets in Iran has ushered in a phase of strategic uncertainty with regional and global ramifications.
The stock market is trading near record highs after years of strong growth, but there's still room to remain optimistic about the future performance of indices like the Ibex, according to Javier de Berenguer, investment fund selector and financial markets analyst at Mapfre Inversión.
The suspension of the tariffs imposed by President Donald Trump under emergency powers marks a turning point in U.S. trade policy.
Artificial intelligence, and more specifically, the market valuation of companies in the sector, have been back in the headlines in recent days, although this time they have caused a shift in the debate.
Favorable economic conditions suggest investing in diversified portfolios, with particular attention to emerging markets and Japan, where valuations remain more attractive and offer greater upside potential. This is the view of Javier de Berenguer, fund selector and market analyst at Mapfre Inversión.
Macroeconomic data from the eurozone and the United States are starting to show some cooling in economic growth, although this slowdown in activity is not expected to be severe. This is pointed out by Alberto Matellán, General Manager of La Financière Responsable (LFR).
Donald Trump has upended the chessboard of international politics, yet markets, for now, appear largely unfazed.
As 2025 draws to a close, the question on investors' minds is quite clear: will 2026 be able to prolong the positive market trend after two consecutive years of very high returns?