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.”
Results for: La entrevista del mes
Institutional investors in LATAM have become more sophisticated, now resembling their European peers
In this new edition of "MAPFRE AM's Interview of the Month", with which we show the professional and personal side of the colleagues of the MAPFRE Group's asset manager, we talk to Estanislao Del Campo, LATAM Investment Director at MAPFRE AM:
"Guaranteed funds are a more reasonable bet than Treasury bills"
In the MAPFRE AM Interview of the month section, we chatted with Beatriz Ranea, a fixed income manager at MAPFRE AM. This asset class has enjoyed a surge in recent months thanks to the rise in interest rates, and has become an attractive option for prudent savers.
“We’re going to keep investing very selectively in alternatives in this new rate scenario”
MAPFRE AM's interview of the month features Conchi Bravo, head of alternative investments at MAPFRE. She tells us about the Group's strategy.
“The Spanish banking system is among the best in Europe in terms of efficiency”
As part of the “MAPFRE AM Interview of the Month” section, we talk to María Torres de Becerril, MAPFRE AM’s equity investment manager, who believes that this new cycle “clearly opens up opportunities in the stock market."
“We have adjusted our portfolios to be shorter in duration with a greater commitment to core debt compared to the periphery”
In the section "MAPFRE AM's interview of the month", we talk to Carmen Mondéjar, head of fixed income investments, who explains the firm's strategy in this asset class.
“In times of high volatility, following the market is a mistake”
As part of our “MAPFRE AM Interview of the Month” section, we’ll be speaking with Javier Miralles, manager of the company’s equity portfolio and its Fondmapfre Bolsa Iberia fund.
"Handling the psychological aspect is the biggest challenge in investing"
In the "MAPFRE AM Interview of the Month" section, Luis García, manager of the MAPFRE AM Behavioral Fund, explains the importance of psychology in investments and the fund's philosophy.
"We are working to ensure that the returns we generate are higher than those of the market over the long term"
As part of the "MAPFRE AM Interview of the Month" section, we talk to Thomas Nugent, European equity manager and MAPFRE AM Good Governance. He tells us about the fund's strategy, his main bets and his forecasts for the equity markets. In his opinion, it is good news that global investors' interest in European equities is returning.