RoadMap: Mapfre AM monthly markets bulletin
Results for: Markets research
The ECB takes a cautious approach despite inflationary risks
At its April meeting, the European Central Bank (ECB) kept interest rates unchanged, with the deposit facility at 2.00%.
With lasting peace, we return to the scenario we had at the beginning of the year
If the information about a potential lasting peace in the Middle East conflict is confirmed, it is likely that the stock markets will rise even further. “Overall, we are returning to the scenario we had at the start of the year, where we sensed that it could be a good year for equities,” says Ismael García Puente, Deputy Director of Investment Strategy at Mapfre AM, during an interview on Radio Intereconomía.
The Federal Reserve holds interest rates steady amid an increasingly fragile macroeconomic balance
The United States Federal Reserve decided to keep interest rates unchanged at what was likely the last meeting chaired by Je-rome Powell.
We're maintaining a cautious stance because the situation is far from optimal
The earnings season is showing healthy fundamentals in companies. For now, neither companies nor the macro environment are reflecting the impact of the war. So acknowledges Ismael Garcia Puente, Deputy Director of Investment Strategy at Mapfre AM.
Market downturns, oil and valuations are key themes in the first quarter
Against a backdrop of elevated valuations, weakening consumer confidence, and a sudden deterioration in the geopolitical environment, the market correction experienced during the period should not have come as a surprise.
The best strategy for an investor now is one of wait-and-see
Despite the conflict in the Middle East, it is time to maintain the long-term investment strategy, holding on to the levels and horizons set before hostilities began in February. This is the opinion of Ismael García Puente, Deputy Director of Investment Strategy at Mapfre AM, which he gave in an interview with Radio Intereconomía.
Mutual funds, private banking, and AI: how the sports industry is changing
This Soccer World Cup is particularly significant from an investment perspective, as it is being held largely in the United States.
The time is right to take profits and hold cash until there is greater visibility
Recent market rebounds present an opportunity to lock in gains and build up liquidity while awaiting clearer insight into how the conflict in the Middle East will evolve. This is the opinion of Ismael García Puente, Deputy Director of Investment Strategy at Mapfre AM, which he gave in an interview with Radio Intereconomía.