News - Mapfre AM

“China will have to change its production model”

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.

What impact do elections have on the markets?

General elections will be held next Sunday, and despite the uncertainty that may come with the elections, they do not usually have an impact on the markets, neither in Spain nor in other neighboring countries. We tell you why in this article.

What can we expect from the forthcoming earnings season?

The next results season is just around the corner, and this time, there is even more expectation than normal due to the uncertain macroeconomic environment. Alberto Matellán, chief economist at MAPFRE Inversión, believes that earnings will be pretty good overall.

Challenges to growth and the necessary mastery of technology

The economic situation is heading towards a stagflation scenario, so it becomes necessary to lead technological change. Don't miss this article by Gonzalo de Cadenas Santiago, director of macroeconomic and financial analysis at MAPFRE Economics.

“The rates change everything”: MGP recommends caution in the markets

MAPFRE Gestión Patrimonial prepares a monthly market report, which in this occasion focuses on central banks, corporate results and the repetition of the repetition of the same pattern as five years ago in the markets.

The real estate sector is weak but a long way from what we saw in the financial crisis

Home sales and mortgage closings have fallen sharply in recent months. Alberto Matellán, chief economist at MAPFRE Inversión, explains that despite the problems in the real estate sector, the situation is nothing like what we saw in 2007 and 2008.

Interest rates aren’t being efficient due to low debt levels

Interest rates are not managing to reduce inflation efficiently due to the low level of household and enterprise indebtedness. Javier de Berenguer, investment manager and fund selector at MAPFRE Gestión Patrimonial, believes that the key lies in the liquidity of the system.

Transition risk: what is it and how does MAPFRE AM manage it?

Climate risk has gained importance in recent years. Transition risk are also a part of them, in a less obvious way than physical risks.

Latin America: challenges and obstacles to stabilizing prices and promoting growth potential

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.