News - Mapfre AM

Is it too early for a pause in US rate hikes?

The Fed decided at its June meeting to keep interest rates in the 5.00%-5.25% range, but the inflation data "denote insufficient progress to sustain this pause," according to MAPFRE Economics.

"It is important for investors to be content with the composition of their portfolios"

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".

A market awaiting new benchmarks

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.

SMEs in the USA: low-cost and high growth potential

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.

Investor alert: new economic shock

The latest macroeconomic data published in recent weeks aren’t particularly positive, with a significative slowdown in China and Germany.

MAPFRE AM analysis: why the real estate sector is falling out of favor on the stock market

After a fall of 11%, the European real estate sector is the second worst performer in the Stoxx600 so far this year.

Corporate governance, key to sustainability

Corporate governance is becoming increasingly important and is now one of the main factors influencing investment decisions.

Mr. Market is a Dortmund fan

If Mr. Market, the character from 'The Intelligent Investor', was real, he would be a Borussia Dortmund fan. The team rose strongly on the stock market last week, but has slumped after its defeat against Mainz 05.

Markets not affected by national policy

The Spanish municipal and regional elections, held on Sunday, May 28, and the early announcement of the national elections grabbed all the headlines this week, but failed to make the news as far the markets were concerned. “