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How to invest 80,000 euros: here’s what the experts from MAPFRE Gestión Patrimonial would do

Investing can be complex and overwhelming, especially for those entering it for the first time. The experts at MAPFRE Gestión Patrimonial give you some keys to get started and put your money to work.

“The U.S. inflation data should throw cold water on the expectation of rate cuts”

Monetary policy decisions have been the main market drivers for almost two years now, even though these same markets had anticipated up to six or seven interest rate cuts in 2024 at the beginning of the year, barely six weeks ago. However, the strength of the U.S. economy has now led to a reduction in the number of expected cuts.

“Fixed-income securities are looking like an outstanding asset for this year”

For MAPFRE AM’s latest Interview of the Month, we sat down with Juan Nozal, Fixed Income Portfolio Manager at MAPFRE AM, who believes that fixed-income securities will emerge as an outstanding asset for this year.

As the market waits for greater clarity, now is a good time to diversify portfolios

After a small adjustment of expectations at the beginning of the year, the market is now waiting for more clarity. Thus, the MGP team believes it is best to take advantage of the situation to continue to diversify the portfolio and prepare it for what may come.

New problems for commercial banking in America?

Analysts and investors are again expressing concerns about commercial banking in the United States. This time, it’s New York Community Bank (NYCB) that’s setting off alarm bells due to its exposure to commercial real estate.

January's Market Rollercoaster: A Closer Look at S&P 500 and Sector Performance

The share prices of U.S. companies were undemocratic in January: although the main indexes posted across-the-board gains, not all sectors fared equally well, according to Jonathan Boyar, advisor to MAPFRE AM's Forgotten Value Fund.

Positive momentum for risk assets: factors to be monitored in Q1

The current market situation is positively affecting risk assets: analysts discounted a recession in 2023 that hasn’t occurred, inflation is falling and we’re seeing a significant improvement in financial conditions. But will this scenario continue in the coming months?

Achieving two-digit returns with ESG criteria

The ESG (environmental, social and governance) approach has become a crucial aspect of asset management in recent times and, although it is still an evolving process and awaiting further homogenization at the legal level, it already has fund managers 'in full swing'.

Tensions in the Red Sea: what’s happening with oil?

Hamas’ attack last October and Israel's response have had consequences beyond its borders, specifically in the Red Sea, where the Houthis, a Yemeni militia allied with Hamas and Iran, have been attacking commercial vessels since November.