Results for: Markets research

The Israeli-Palestinian conflict has brought with it increased risk aversion and a rise in commodities, as well as greater volatility. Alberto Matellán, chief economist at MAPFRE Inversión, says these tensions will put upward pressure on prices.

The success of an investment is delimited by the duration, the IRR and the credit rating, and although money market funds have better results in these variables, bonds have been the favorite assets of Spaniards in 2023.

Fixed-income markets have been the focus of investors' attention this week, given the sharp rises in sovereign debt yields. However, Alberto Matellán, chief economist at MAPFRE Inversión, insists that debt returns ranges are consistent with economic reality.

The real estate sector is not exactly going through its best moment. "There is still to come a part of the impact of the rates and there may be more falls," recalls Alberto Matellán, chief economist of MAPFRE Inversión, although he believes that the worst is over.

Last Wednesday, the Fed decided to keep rates unchanged, maintaining the range at 5.25% -5.50%, in line with expectations, while also not presenting any new developments for reducing its holdings.

The expert considers, in an interview with El Economista, that there are times when there are tremendous differences between what the market says a company is worth and what it is really worth, and there are also many reactions that do not make economic sense.

The market for shares in publicly traded football clubs is perhaps one of the most inefficient in the world right now and perhaps the only one where "value investors" and "trophy hunters" coexist. Luis García, manager of the MAPFRE AM Behavioral Fund, tells where the opportunities are and which clubs are underpriced.

After two months of summer, the storm seems to have receded from markets, bringing some clarity, at least for the coming months. It’s been a summer without much movement, with a very positive July for the stock market and a more negative August, leaving the indices at practically the same levels as at the end of June.

Investors are getting back to work after the summer, with a stock market course that kicks off with central bank meetings. Javier Lendines, CEO of MAPFRE AM, advises caution in view of "the lack of reasons for an improvement in the scenarios".