John Maynard Keynes posited in one of his macroeconomic analyses that, in times of economic recession – such as that which some experts are predicting for the coming months – a decision by individuals to increase their level of savings would actually end up resulting in lower disposable income.
There is no doubting that we are currently facing the prospect of an economic slowdown, with some even refusing to rule out a possible recession.
The macroeconomic reality is currently being debated among experts: while some predict that, in the coming months, the European economy could enter recession, others rule out an eventual crisis and claim that the latest data even point to a normalization after months of post-pandemic recovery.
Sustainability is increasingly present in investment firms’ and managers’ policies and decision making. The ESG criteria (environmental, social, and corporate governance) have become the cornerstone around which most assets will revolve in coming years. It seems, therefore, that sustainable investments are here to stay.
Every summer, consumers take to the streets to find the best deals. It is summer sales season, probably the first entirely normal one after two years of restrictions due to the pandemic.
Raquel Arteaga, MAPFRE AM's new risk director, is the next guest in the series of interviews with professionals from the Group's asset management unit.
Echoing the famous statement that Draghi made during the 2012 financial crisis, where he announced that the European Central Bank would do everything in its power “to save the euro,” Christine Lagarde has taken over at a time that won't be easy for the European economy.
There are many ways to approach value investing. One, according to Boyar Value Group CEO Jonathan Boyar, is through the search for high-quality companies that “sell at a significant discount to what a buyer pays and have a catalyst for capital appreciation.”
It is nothing new that experts are placing all their cards on the table and shuffling through all types of macroeconomic scenarios in their analyses, including the most pessimistic.
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