News - Page 26 - Mapfre AM

Global trends in the first quarter of the 21st century

Current trends paint a complex picture, where reality is intertwined with the predictions of essayists who write on the topics of social unrest and geopolitics.

Real estate risk emerges in China with the liquidation of Evergrande

The Chinese real estate sector has been under the microscope of regulators, government, analysts, and investors for just over two years, and it became much more evident this week after the Hong Kong High Court ordered the company's liquidation.

What would happen if there was a downturn in macro data?

MAPFRE Economics, MAPFRE’s research arm, always calculates two scenarios when drafting its “2024 Economic and Industry Outlook” report, which makes even more sense at present when there are more and more exogenous factors that can influence economic performance.

MAPFRE Investimentos reaches the milestone of 15 billion reais under management

MAPFRE Investimentos, MAPFRE's asset management firm in Brazil, has reached an historic milestone of 15 billion reais (around 2.8 billion euros) in assets under management, thanks to the solid performance of its range of funds.

“Banking margins are going to get squeezed, but it won’t be excessively negative”

Analysts expect a contraction in banking margins in the coming months, due to macro weakness and the situation with rates. However, Alberto Matellán, chief economist at MAPFRE Inversión, explains how banks have the ability to minimize the impact of this.

“We prefer the American stock market because of its better positioning in sectors of the future”

In our latest MAPFRE AM interview, we spoke with César Gimeno, American equities and multi-asset manager at MAPFRE AM, who advocates for the US stock market in light of its greater resilience and positioning in industries of the future, where Europe “is lagging behind.”

Growth vs. value in different interest rate environments

The market's expectations for lower interest rates are "excessively" optimistic, according to MAPFRE Gestión Patrimonial in its monthly report for January, where it explains that these expectations are not justified from the point of view of inflation and growth.

The Japanese stock exchange shines brighter than other Asian markets

Japan is becoming increasingly attractive to investors, thanks to its productive investment, exchange rate, monetary policy and inflation trend, which makes it stand out from other Asian markets, such as China, where investors have received the growth data negatively.