News - Page 12 - Mapfre AM

“The current macroeconomic context is challenging for the Fed”

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%.

Equities in 2024: European vs. US stocks: where to look?

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?

US inflation moderates: “The important thing is the trend”

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.

Portfolio diversification as a way of combating concentration risk

Longer high rates have always been a drag on economies, but the risk to the market lies in the dominance of a few companies that continue to capitalize on all the gains. That is why diversified portfolios are key.

How does the rate cut affect my investments?

The European Central Bank (ECB) decided to cut interest rates by 25 basis points, from 4.5% to 4.25%, in line with what it had stated at previous meetings and also with market expectations.

MAPFRE brings together Brazil's largest investors in Madrid

Rising inflation since the pandemic and the subsequent rise in interest rates, the slowdown in some economies, and longer-term trends such as increasing life expectancy have complicated the outlook for pension plan managers.

IPE Real Assets rewards MAPFRE at its annual event

The specialized publication in real assets and infrastructure investment IPE Real Assets has given MAPFRE its award for “Real Assets & Infrastructure Investor of the Year” in the “Rising Star” category.

“Government over-indebtedness is a very real risk to the economy”

In MAPFRE AM’s last Interview of the month, we talk to Julian González, fixed-income manager, who warns of the risk that government over-indebtedness poses to the economy.

The connection between MAPFRE, baron Haussmann and Swiss Life

Baron Haussmann is considered one of the major influences on Parisian architecture and urban planning. For this reason, one of the city's most famous boulevards is named after him, and the same street is home to one of the jewels in the crown of MAPFRE's real estate portfolio.