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.
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.
The latest macroeconomic data published in recent weeks aren’t particularly positive, with a significative slowdown in China and Germany.
"Dark Star" serves as a metaphorical representation of the ethical concerns involving artificial intelligence (AI) and emphasizes the need for comprehensive ethical frameworks when it comes to AI.
MAPFRE AM celebrated this victory like all other fans of the German team and, specifically, the MAPFRE AM Behavioral Fund, which has invested a large part of its portfolio in sports companies and soccer teams.
The U.S. dollar has been the leading currency for currency transactions and reserves over the last 80 years. ¿Is its hegemony in risk?
Investors’ eyes are firmly locked on the U.S. debt ceiling debacle. Alberto Matellán, chief economist at MAPFRE Inversión, emphasizes that this is a purely political situation.
The banking sector has started the year on a strong foot, but in Europe it's still attractive, said MAPFRE AM's equity investment manager, María Torres.
Uncertainty about economic growth seems to have replaced inflation as investors' main concern, despite the fact that the CPI is not falling as fast as expected by central banks. Alberto Matellán, chief economist at MAPFRE Inversión, believes this is a mistake and that investors should not lose sight of rising prices, which are much more damaging to the economy than weak growth.