The mantra of 'higher for longer' that the U.S. Federal Reserve (Fed) and the European Central Bank (ECB) have insisted on repeating in their communications over the last year seems to have been short-lived for the market.
Results for: Markets research
Argentina takes a radical political turn: what changes can we expect to see in its economy?
Argentina is entering a new stage that could mean a 180-degree turn in the country's economic policy, following the victory of Javier Milei, presidential candidate of the La Libertad Avanza party.
Small-cap stocks can shine in a recession
Small-cap companies are currently trading 14% below their value, which means that in a slowdown environment such as the one that is expected, they can "shine". Jonathan Boyar, advisor to MAPFRE AM's Forgotten Value Fund, elaborates in this article.
“Rate hikes haven't yet fully impacted the economy”
The rapid rise in rates over the last year and a half has not yet fully impacted the economy. Alberto Matellán, chief economist at MAPFRE Inversión, explains that these monetary policy changes are usually delayed by between nine months and a year.
Questions abound as we enter a new cycle
After the successive shocks of the pandemic and the crisis in Ukraine, the global economy seems to be in the prelude to a change of cycle. Gonzalo de Cadenas Santiago, Director of Macroeconomic and Financial Analysis at MAPFRE Economics, highlights the main unknowns for this new period.
The end of the rate hike cycle is getting closer and closer
The markets are moving in line with the decisions taken by central banks, in the hope that the cycle of rate hikes will come to an end. MAPFRE Gestión Patrimonial analyzes the latest market movements in its monthly report for November.
"Stock markets could be set to behave well from here to the end of the year"
Stock markets have reacted very positively to the latest lower-than-expected U.S. CPI data, and Alberto Matellán, chief economist at MAPFRE Inversión, believes that the markets can behave well until the end of the year.
Increasing risks of digitization and cybersecurity in the insurance sector
The risks related to digitalization and cybersecurity for companies in the insurance sector are steadily increasing, and are already at very high levels, in the face of the sharp rise in attacks on companies in the last year.
Banking sector: a stock market opportunity for 2024?
The solvency and liquidity of the European banking sector have improved substantially in recent years, thanks to regulatory reforms following the global financial crisis. María Torres de Becerril, equity investment manager at MAPFRE AM, analyzes the outlook for the sector for 2024.