The only result of the Spanish elections so far is a political blockade, given that neither of the two main parties managed to secure an absolute majority. Despite the uncertainty, financial experts are crystal clear that the political blockade in itself doesn’t affect the markets.
August is the vacation month par excellence for Spaniards. And for the markets? Alberto Matellán, chief economist at MAPFRE Inversión, explains in this article how summers tend to be for the stock market.
You probably haven't heard of Restaurant Brands, but you certainly know about Burger King. Jonathan Boyar, advisor to MAPFRE AM's Forgotten Value Fund, takes an in-depth look at the company.
China's growth figures after the reopening are disappointing analysts. Alberto Matellán, chief economist at MAPFRE Inversión, explains that there are several reasons for this and believes that the change in global production chains will force the country to modify its model.
Latin America is facing a critical challenge: achieving price stability while driving growth in the region. Gonzalo de Cadenas Santiago, director of Macroeconomics and Financial Analysis at MAPFRE Economics, explains the key aspects of this balancing act.
Alberto Matellán, Chief Economist at MAPFRE Inversión, explained markets are now trading in a more sideways drift, so "it is important for investors to be content with the composition of their portfolios".
The macroeconomic perspectives have hardly changed in recent months, meaning investors are on standby as they wait for new benchmarks in some key variables: inflation, growth or interest rates. Alberto Matellán, chief economist at MAPFRE Inversión, explains.
Jonathan Boyar, director of Boyar Value Group and advisor to the MAPFRE AM US Forgotten Value Fund, says the key is in the in-depth fundamental analysis of these companies.
The latest macroeconomic data published in recent weeks aren’t particularly positive, with a significative slowdown in China and Germany.