Results for: Markets research

The cycle usually follows a pattern in which the economy grows during the expansion phase, peaks and slows down during the contraction phase.

European indices closed the first month of the year with a gain of more than 9%, which has boosted the performance of MAPFRE's funds. Are there reasons to remain optimistic?

MAPFRE Economics analyzes where monetary policy is headed on both sides of the Atlantic, something that a chatbot is currently unable to predict.

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.

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.

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.

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.

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.

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.