August is the vacation month par excellence for Spaniards. And for the markets? Alberto Matellán, chief economist at MAPFRE Inversión, explains in this article how summers tend to be for the stock market.
Results for: Investment
Value goes beyond the menu at this quick service restaurant company
You probably haven't heard of Restaurant Brands, but you certainly know about Burger King. Jonathan Boyar, advisor to MAPFRE AM's Forgotten Value Fund, takes an in-depth look at the company.
“China will have to change its production model”
China's growth figures after the reopening are disappointing analysts. Alberto Matellán, chief economist at MAPFRE Inversión, explains that there are several reasons for this and believes that the change in global production chains will force the country to modify its model.
What impact do elections have on the markets?
General elections will be held next Sunday, and despite the uncertainty that may come with the elections, they do not usually have an impact on the markets, neither in Spain nor in other neighboring countries. We tell you why in this article.
What can we expect from the forthcoming earnings season?
The next results season is just around the corner, and this time, there is even more expectation than normal due to the uncertain macroeconomic environment. Alberto Matellán, chief economist at MAPFRE Inversión, believes that earnings will be pretty good overall.
Challenges to growth and the necessary mastery of technology
The economic situation is heading towards a stagflation scenario, so it becomes necessary to lead technological change. Don't miss this article by Gonzalo de Cadenas Santiago, director of macroeconomic and financial analysis at MAPFRE Economics.
“The rates change everything”: MGP recommends caution in the markets
MAPFRE Gestión Patrimonial prepares a monthly market report, which in this occasion focuses on central banks, corporate results and the repetition of the repetition of the same pattern as five years ago in the markets.
The real estate sector is weak but a long way from what we saw in the financial crisis
Home sales and mortgage closings have fallen sharply in recent months. Alberto Matellán, chief economist at MAPFRE Inversión, explains that despite the problems in the real estate sector, the situation is nothing like what we saw in 2007 and 2008.
Sustainable investment: “We need more clarity from regulators”
ESG investing is one of the great megatrends of recent years. At the annual Insurance Asset Risk 2023 conference in London recently, José Luis Jiménez, group chief investment officer at MAPFRE, pointed out that the industry needs more certainty from regulators.