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.
Inflation in the eurozone, despite the notable decline seen since peaking in 2022, continues to fall less quickly than the European Central Bank (ECB) would like. After learning yesterday that inflation in Europe was 2.5% in June, Alberto Matellán, chief economist at MAPFRE Inversión, explained that this level, although “reasonable,” will continue to limit the ECB as far as future interest rate cuts go.
The European fixed income market has seen an upward movement in the last month largely due to the economic and political uncertainty in France. This follows President Emmanuel Macron's call for elections, which were won in the first round by Marine Le Pen's party, explained MAPFRE AM's Fixed Income Manager, David Iturralde, on Radio Intereconomía.
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.