Global stock markets continue to rise, despite the dampening of expectations as far as rate cuts go, which have shrank from six cuts to only three in the United States and two in the case of the eurozone. MAPFRE Asset Management analyzes the macro situation in its monthly report.
Results for: Markets research
Diversification and active management, essential in the current market environment
With stock market indexes at record highs and a elevated concentration in some of them, it is esential to take precautions, including diversification and active management, as advocated by MGP in its monthly report.
“Lowering rates doesn’t seem compatible with the current state of the economy”
The ECB decided to keep the three official interest rates unchanged for the fourth consecutive time, and reinforced the message that the debate on lowering rates remains premature.
European stock markets, and particularly the Spanish one, may still have "more to give”
The upturn in inflation in the United States has attracted investors' attention, but that hasn't slowed down the European Stock Exchanges, explains Alberto Matellán, chief economist at MAPFRE Inversión.
Japan: an increasingly attractive market for investors
On February 22, the Nikkei 225, the main indicator of the Japanese stock market, finally closed at a new all-time high, above the December 1989 record.
“The more imperfect the market, the better active management works, in emerging markets as well”
The complexity of emerging markets makes active management the best strategy for investing in this area, which performed poorly in 2023 due to China, but shows promise for the coming years.
Active management in mutual funds: advantages in the current market scenario
Expectations for this year paint a picture where recession could be avoided and risks are more balanced, but it is not free of challenges. In a global financial landscape characterized by volatility in all asset classes and uncertainty, active management in mutual funds has emerged as an essential strategy for weathering the market.
"There are great opportunities on the stock market beyond the Magnificent Seven"
This week, investors were watching chip maker Nvidia closely, which released its earnings on Wednesday, comfortably beating already-elevated expectations: the company earned $12,285 billion (11,32 billion euros), six times more than the previous year, while revenue expanded to $22,1 billion (around 20,37 billion euros) in 2023.
Three things you need to know in 2024 that could move markets
Last year was good for the markets and managed to dodge the recession. Now, the question is to know what dynamics can be traced and how investors can take advantage of them. In this article, we talk about the three facts you need to keep in mind for investing in 2024.