La inversión en Letras del Tesoro ha experimentado un ‘boom’ tras la normalización de tipos de interés por parte de los bancos centrales, que ha mejorado en gran medida su rentabilidad después de las caídas registradas en 2022.
Results for: Markets research
Both alive and dead: the economic cycle and quantum superposition
The cycle usually follows a pattern in which the economy grows during the expansion phase, peaks and slows down during the contraction phase.
Funds leverage the best Stock Market start since 2001
European indices closed the first month of the year with a gain of more than 9%, which has boosted the performance of MAPFRE's funds. Are there reasons to remain optimistic?
ChatGPT and monetary policy
MAPFRE Economics analyzes where monetary policy is headed on both sides of the Atlantic, something that a chatbot is currently unable to predict.
The reasons behind the stock market’s continued rise
The improvement in growth expectations, the moderation of inflation and the positive impact of all this on company earnings are strong arguments for continued optimism in the market.
Investing in soccer: What to expect in 2023?
MAPFRE AM has a fund (MAPFRE AM Behavioral Fund) that invests part of its portfolio in listed teams. Its manager, Luis García, tries to identify in this article some issues that could mark the immediate evolution of the sector, such as the growth of multi-club models or the possibility of new IPOs in 2023.
Fishing for Value in the U.S. Market: three small-mid cap companies to consider
Jonathan Boyar, director of Boyar Value Group and advisor to MAPFRE AM Forgotten Value, analyzes opportunities in the U.S. market included in the portfolio.
Alert from MAPFRE Gestión Patrimonial: beware of meme stocks
The 'meme stocks' are once again making headlines at the beginning of the year. Regarding this type of movements, Daniel Sancho, head of investments at MAPFRE Gestión Patrimonial, does not see any kind of reasoning and values the figure of the financial advisor, who is precisely responsible for filtering out all this type of noise.
Davos and the growing challenge of self-sufficiency
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.