The publication of the ECB's new strategy yesterday came as no surprise. The impact on markets has been minimal because it had been so clearly anticipated. But, even so, there are some interesting reflections for the future of asset classes.
Results for: Markets research
"Investors brace themselves for lower growth in USA in the second half of the year"
Stock exchanges are taking a more defensive position, turning to the debt market and currencies like the dollar, which may indicate a shift in risk perception.
July 4, 2020: "America is Back" supporting multilateralism
July 4 could be the date of the long-awaited US restart — the return of value-based international leadership.
Key factors that could guide market behavior in the coming months
The markets remain highly optimistic and expect the strong growth rate seen in previous months to continue.
'Taper Tantrum'
Find out the latest news related to MAPFRE AM investments and the most important events of the group, with a focus on the ESG criteria.
“Investors have created such high expectations that risk of disappointment has increased”
With the first half of the year ending with high expectations, markets are looking ahead to the second half of the year.
“Europe's debt market is more involved than its American counterpart”
Despite healthy PMI figures, the markets remain cautious about the future evolution of the pandemic.
"The markets have moved to a situation of tense calm"
The Spanish market seems to have reached a standstill, with the IBEX struggling to climb above the 9,300-point mark.
Trade as a tool, not as an end in itself
Global trade policy is undergoing a transition phase dominated—primarily in the United States and Europe—by an increasing tendency toward national assertiveness.