The improvement in growth expectations, the moderation of inflation and the positive impact of all this on company earnings are strong arguments for continued optimism in the market.
Results for: Markets research
Investing in soccer: What to expect in 2023?
MAPFRE AM has a fund (MAPFRE AM Behavioral Fund) that invests part of its portfolio in listed teams. Its manager, Luis García, tries to identify in this article some issues that could mark the immediate evolution of the sector, such as the growth of multi-club models or the possibility of new IPOs in 2023.
Fishing for Value in the U.S. Market: three small-mid cap companies to consider
Jonathan Boyar, director of Boyar Value Group and advisor to MAPFRE AM Forgotten Value, analyzes opportunities in the U.S. market included in the portfolio.
Alert from MAPFRE Gestión Patrimonial: beware of meme stocks
The 'meme stocks' are once again making headlines at the beginning of the year. Regarding this type of movements, Daniel Sancho, head of investments at MAPFRE Gestión Patrimonial, does not see any kind of reasoning and values the figure of the financial advisor, who is precisely responsible for filtering out all this type of noise.
Davos and the growing challenge of self-sufficiency
No region is close to being self-sufficient and perhaps it is time we started thinking about how to remedy this. And Davos was an ideal place to address this problem.
Investors leave the pessimism of 2022 behind
The 'January effect' has returned to the markets and has caused strong rises in the stock market in the early stages of the year. Alberto Matellán, chief economist at MAPFRE Inversión, and Ismael García Puente, fund manager and fund selector at MAPFRE Gestión Patrimonial, list the factors that have caused this change in trend.
This is how the global investment model will change
The future belongs to sectors, companies or asset classes that have been reviled for a long time.
How long will the bullish rally last in the stock markets?
The bullish rally will continue until the end of the year, although there are still risks that could cause a downward turn.
Sports: The great forgotten thematic investment?
Sports are probably the most overlooked thematic investment globally. In the catalog of different fund managers, we find funds specialized in robotization, artificial intelligence, population pyramids, etc., but not a trace of sports.