The 'January effect' has returned to the markets and has caused strong rises in the stock market in the early stages of the year. Alberto Matellán, chief economist at MAPFRE Inversión, and Ismael García Puente, fund manager and fund selector at MAPFRE Gestión Patrimonial, list the factors that have caused this change in trend.
The future belongs to sectors, companies or asset classes that have been reviled for a long time.
With inflation expected at 6% by 2023, the ECB will most likely not stop rate hikes at 3%.
360 million euros correspond to collective investment institutions (CII), and 100 million to pension plans.
The global growth will oscillate around 2% as a result of the recession in some economies, such as Germany and the United States.
The monthly interview with Manuel Rodríguez López de Coca, Equities Manager at MAPFRE AM
Our Christmas wish list seems dominated by companies like Borussia Dortmund, Unieuro, MIPS, IPCO, etc.
It got a return of 4.26% in the riskiest category, according to the mutual fund portfolio competition co-organized by Expansión and Allfunds.
At a time when financial markets might be starting to dry up and scale back their operations, investment in sports seems to be going in the opposite direction, perhaps embarking on a golden age of growth.
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