No region is close to being self-sufficient and perhaps it is time we started thinking about how to remedy this. And Davos was an ideal place to address this problem.
Results for: Markets research
Investors leave the pessimism of 2022 behind
The 'January effect' has returned to the markets and has caused strong rises in the stock market in the early stages of the year. Alberto Matellán, chief economist at MAPFRE Inversión, and Ismael García Puente, fund manager and fund selector at MAPFRE Gestión Patrimonial, list the factors that have caused this change in trend.
This is how the global investment model will change
The future belongs to sectors, companies or asset classes that have been reviled for a long time.
How long will the bullish rally last in the stock markets?
The bullish rally will continue until the end of the year, although there are still risks that could cause a downward turn.
Sports: The great forgotten thematic investment?
Sports are probably the most overlooked thematic investment globally. In the catalog of different fund managers, we find funds specialized in robotization, artificial intelligence, population pyramids, etc., but not a trace of sports.
Do the stock market and the transfer market have anything in common?
Thursday at 11:59 pm is the deadline for professional soccer clubs in Spain to sign new players. That means it’s a good time to ask ourselves whether we, as investors, could learn something from athletic directors and vice versa.
Taking advantage despite the earthquake in the US stock market
After a ~21% decline in the S&P 500 during the first half of 2022, the P/E multiple of the index has declined from 21.2x to ~15.9x (slightly less than the 25-year forward average of 16.9x).
Spin offs are popular, but they can also be dangerous
For investors, spinoffs—turning a division into a publicly traded company by issuing newly created stock—can unlock value.
¿Re-powerEU? Yes, please
REPowerEU is a way to accelerate and reshape the EU’s energy transition towards self-sufficiency, phasing out energy dependence on Russia and accelerating the transition away from fossil fuels in the medium term.