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.
Investing can be complex and overwhelming, especially for those entering it for the first time. The experts at MAPFRE Gestión Patrimonial give you some keys to get started and put your money to work.
Monetary policy decisions have been the main market drivers for almost two years now, even though these same markets had anticipated up to six or seven interest rate cuts in 2024 at the beginning of the year, barely six weeks ago. However, the strength of the U.S. economy has now led to a reduction in the number of expected cuts.
After a small adjustment of expectations at the beginning of the year, the market is now waiting for more clarity. Thus, the MGP team believes it is best to take advantage of the situation to continue to diversify the portfolio and prepare it for what may come.
Analysts and investors are again expressing concerns about commercial banking in the United States. This time, it’s New York Community Bank (NYCB) that’s setting off alarm bells due to its exposure to commercial real estate.
The share prices of U.S. companies were undemocratic in January: although the main indexes posted across-the-board gains, not all sectors fared equally well, according to Jonathan Boyar, advisor to MAPFRE AM's Forgotten Value Fund.
The current market situation is positively affecting risk assets: analysts discounted a recession in 2023 that hasn’t occurred, inflation is falling and we’re seeing a significant improvement in financial conditions. But will this scenario continue in the coming months?
Hamas’ attack last October and Israel's response have had consequences beyond its borders, specifically in the Red Sea, where the Houthis, a Yemeni militia allied with Hamas and Iran, have been attacking commercial vessels since November.
U.S. GDP data has come in considerably stronger than analysts were expecting, which, together with the good employment data, represents a very strong argument for not making rate cuts, says Javier de Berenguer, investment manager and fund selector at MAPFRE Gestión Patrimonial.