The event brought together a hundred investors with the participation of firms such as Macquarie AM, Repsol, Ferrovial, and IWG.
Results for: Markets research
New rate cut: will we see a pause soon in the ECB's tightening cycle?
Although the macroeconomic outlook has not changed substantially, the geopolitical context and the response role of European institutions has.
Trump-driven volatility: “The market will get used to it”
A month and a half into Donald Trump’s presidency, markets have experienced increased volatility, which has intensified over the past week. However, these episodes will be short-lived, and at some point—likely in the near future—they will stabilize, according to Alberto Matellán, General Manager of La Financière Responsable.
About Project 2025, the ideological basis of the Trump Administration
Unlike President Donald Trump's first administration, the economic and social measures follow a determined roadmap.
“It's too early to sell in sectors threatened by tariffs”
Alberto Matellán, General Manager at La Financière Responsable, believes that although in principle the new White House policy could harm European exporter, it is still “difficult” to tell what their impact will be as the specifics are yet to be defined, meaning “it’s too early to start selling in these sectors,” including the automotive or steel industries.
What does the uncertainty around Trump's economic policy mean for the U.S.A. in 2025?
The change in tune is becoming evident under Trump's leadership and his particular vision of the world.
Trump's first month in office: “Few changes in the important things”
During Trump's first month in office, there were many headlines that caused volatility in assets during the last weeks of January, but without any fundamental economic changes.
"The impact of the new Trump era on the markets will be short lived"
The trade disputes triggered by Trump’s initial actions, particularly his tariff threats, are putting pressure on the market. However, Alberto Matellán, General Manager of La Financière Responsable (LFR), MAPFRE’s asset management subsidiary in France, argues that the impact will be temporary and the market will stabilize within a new international economic framework.
The Fed and the ECB: on divergent paths
Investors have been very attentive this week to the Fed and ECB meetings. Eduardo Castro, senior economist at MAPFRE Economics, take a hard look at the decisions made by both organizations.