The Fed decided at its June meeting to keep interest rates in the 5.00%-5.25% range, but the inflation data "denote insufficient progress to sustain this pause," according to MAPFRE Economics.
Results for: Investment
"It is important for investors to be content with the composition of their portfolios"
Alberto Matellán, Chief Economist at MAPFRE Inversión, explained markets are now trading in a more sideways drift, so "it is important for investors to be content with the composition of their portfolios".
A market awaiting new benchmarks
The macroeconomic perspectives have hardly changed in recent months, meaning investors are on standby as they wait for new benchmarks in some key variables: inflation, growth or interest rates. Alberto Matellán, chief economist at MAPFRE Inversión, explains.
SMEs in the USA: low-cost and high growth potential
Jonathan Boyar, director of Boyar Value Group and advisor to the MAPFRE AM US Forgotten Value Fund, says the key is in the in-depth fundamental analysis of these companies.
Investor alert: new economic shock
The latest macroeconomic data published in recent weeks aren’t particularly positive, with a significative slowdown in China and Germany.
MAPFRE AM analysis: why the real estate sector is falling out of favor on the stock market
After a fall of 11%, the European real estate sector is the second worst performer in the Stoxx600 so far this year.
Markets not affected by national policy
The Spanish municipal and regional elections, held on Sunday, May 28, and the early announcement of the national elections grabbed all the headlines this week, but failed to make the news as far the markets were concerned. “
Inflation: an opportunity to improve the credit quality of portfolios
As explained by Javier Lendines, General Manager at MAPFRE AM, now is the time to take advantage of market circumstances and increase returns on investment portfolios, assuming lower risks than those assumed in previous years.
Is stock market uncertainty more harmful than pessimism?
Market uncertainty could be more harmful than pessimism in this environment, as explained by Alberto Matellán, chief economist at MAPFRE Inversión.