Results for: Markets research

For Luis García, fund manager at MAPFRE AM, the summer of 2024 will go down in history for the number of celebrities who have invested in soccer clubs.

August is a month when trading volumes in the stock markets tend to slow down and any related news is scarce, such as corporate earnings releases. What can we expect this September?

High levels of debt and deficit in many countries are among the main medium-term risks to the stability of the financial system. Both the financial system and the real economy may be impacted by public and private leverage aimed at sustaining dynamism, as detailed in the report “Economic and Sectoral Outlook 2024: Prospects for the Second Half of the Year,” by MAPFRE Economics.

Madison Square Garden Sports Corp. (NYSE: MSGS) owns two of the most iconic franchises in the world of sports: the New York Knicks and the New York Rangers. Over the past 4 years, the value of the Knicks and Rangers as estimated by Forbes have increased by 65% and 61%, respectively, but despite this substantial increase, MSGS’s shares have increased by a meager 26%.

The past few years have been shaped by uncertainty. That’s why MAPFRE Economics, MAPFRE’s research arm, always considers two different scenarios in its report “2024 Economic and Industry Outlook: Second Quarter Perspectives.”

The first half of the year ended with a fairly solid performance for the world economy, and the outlook for the second half remains good.

Medtronic, a powerhouse in the medical device industry for over 70 years, is one of the leading players in the large and growing in its field, with a market capitalization of almost $100 billion, making it a giant in its own right.

Spanish equity funds are among the standout performers of 2024. Overall, the category is up more than 14% year-to-date and 27% over the past 12 months, and it has the potential to continue to make gains in line with the expected performance of the Spanish market.

The outlook for the stock markets is optimistic for the second half of the year, including the financial sector, which will continue to benefit from higher rates. However, opportunities for gains are now to be found in insurance companies and companies linked to the capital markets.