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.
RoadMap: Monthly market report prepared by the Mapfre AM team
A successful investor is one who focuses on the fundamentals beyond any fluctuations that the market may experience. “It's about standing firm both when moving to one side and the other,” says Alberto Matellán, General Manager of La Financiere responsable, who has shared his insights on the current situation on Radio Intereconomía.
Investing with a long-term perspective makes it possible to move beyond short-term market noise and focus on the structural forces that truly transform the economy.
Why are disruptions occurring in the private credit sector? It is a form of financing that has become increasingly popular in recent years, but due to its limited liquidity, it is among the first to be impacted when problems arise, according to Alberto Matellán, General Manager of La Financière Responsible.
Market, particularly the stock exchanges, initially reacted with declines at the start of the conflict between the United States and Iran, because investors are experiencing fear and uncertainty. After reaching a new equilibrium, future developments will depend on whether the conflict is prolonged or spreads geographically, according to Alberto Matellán, CEO of La Financière Responsable.
RoadMap: Monthly market report prepared by the Mapfre AM team
The recent crisis in the Middle East has brought back the familiar mix of nerves and uncertainty that typically accompanies conflicts of this kind: major indices have fallen, commodity prices—especially energy—have risen, and investors have rushed into safe-haven assets.
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.