News - Page 10 - Mapfre AM

“Our challenge is to identify the companies poised to benefit from AI"

In the last MAPFRE AM Interview of the Month, we sat down with Nicole Sophie Gómez Adenis, an American equity and global multi-asset manager.

Spanish stock market rally: which stocks are driving the surge?

The Spanish stock market has been on a steady upward trend since November of last year, reaching new heights by late March, with the index surpassing 11,100 points, marking its highest level in the past seven years. Despite experiencing some corrections in recent weeks, it maintains a significantly elevated position compared to historical norms.

ECB divergence: structural or transitory?

The ECB is preparing to take a historic step: eurozone interest rates are expected to fall before the Fed's, which is reluctant to announce a cut given the strength of the US economy. But is the ECB's move justified?

“We probably won't see any rate cuts in the US this year”

The US economy continues to show great strength, with a growth forecast for this year of around 2.4%, expected inflation of close to 3% and full employment. With these numbers, the prospect of rate cuts are receding further into the background of the Fed's road map.

Taking your first steps in investing: what to consider

Getting started in the world of finance can be confusing. There are many factors to take into account and, above all, a lot of ambient noise. When should I begin? How much should I start with? What type of product should I invest in?

Escalation in the Middle East: how will it affect the economy?

The Israeli attack on the Iranian consulate in Damascus (Syria) on April 1 and Iran's response 12 days later have caused an increase in tensions in the Middle East, where the situation was already particularly complicated following Hamas’ October 7 attack on Israel and the resulting impact on the Palestinian population.

Investing in Cycling: A Strategy for Endurance

Investments, like cycling, are long term activities, so to have investments with a long term time horizon you must have the resistance, as a cyclist has to face the ups and downs.

Alternative assets: portfolio diversification with these funds

Alternative assets are a good way to diversify the portfolio, and MAPFRE knows it. Since 2018, the Group has worked to have greater exposure to this area and explore new investment opportunities: as of last year, €1.35 billion had been committed to this type of asset.

How do interest rates affect bonds?

Fixed income is shaping up to be "the star asset" this year, although uncertainty regarding interest rate movements could put some investors off. Juan Nozal, fund manager of MAPFRE AM, explains how these movements impact bond prices and yields.