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The complexity of emerging markets makes active management the best strategy for investing in this area, which performed poorly in 2023 due to China, but shows promise for the coming years.

Expectations for this year paint a picture where recession could be avoided and risks are more balanced, but it is not free of challenges. In a global financial landscape characterized by volatility in all asset classes and uncertainty, active management in mutual funds has emerged as an essential strategy for weathering the market.

This week, investors were watching chip maker Nvidia closely, which released its earnings on Wednesday, comfortably beating already-elevated expectations: the company earned $12,285 billion (11,32 billion euros), six times more than the previous year, while revenue expanded to $22,1 billion (around 20,37 billion euros) in 2023.

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.