The first half of 2024 was quite positive for equity markets, and forecasts for the next six months are equally bright. Which sectors have the most potential? What about fixed income? Alberto Matellán, chief economist at MAPFRE Inversión, goes into the details.
In the latest MAPFRE AM Interview of the month, we sat down with Daniel Gómez, fixed income manager, who explained that taking the macro situation and monetary policy expectations into consideration, it is time to increase the duration in portfolios.
For many racing fans, the Formula One competition is the pinnacle of motorsport. Over 9 months, on courses from Spain and Italy to Australia and Japan, 20 drivers in 10 teams will battle for the cup at speeds of up to 375 km/h
In line with market expectations, the United States Federal Reserve (Fed) has decided for the seventh time in a row to keep its benchmark interest rate unchanged, at a target range of 5.25%-5.50%.
The start of 2024 has been very positive for the markets. And there is still room for improvement: in the blink of an eye, we have reached the halfway point of the year. Given the rise of recent months, is there any value left in the U.S. stock market? What opportunities does the European stock market offer?
The US CPI in May was better than expected, after two months of surprises. Alberto Matellán, chief economist at MAPFRE Inversión, insists that a separate figure is not so important: it is the trend that should be looked at.
Longer high rates have always been a drag on economies, but the risk to the market lies in the dominance of a few companies that continue to capitalize on all the gains. That is why diversified portfolios are key.
The European Central Bank (ECB) decided to cut interest rates by 25 basis points, from 4.5% to 4.25%, in line with what it had stated at previous meetings and also with market expectations.
Investors are paying keen attention to the June meeting of the European Central Bank (ECB) to be held next week, and at which a 25-basis point drop in interest rates is expected to be announced. The question is whether this cut is justified from a macroeconomic point of view…