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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.

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.

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.

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?

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.

U.S. GDP data has come in considerably stronger than analysts were expecting, which, together with the good employment data, represents a very strong argument for not making rate cuts, says Javier de Berenguer, investment manager and fund selector at MAPFRE Gestión Patrimonial.

Current trends paint a complex picture, where reality is intertwined with the predictions of essayists who write on the topics of social unrest and geopolitics.

The Chinese real estate sector has been under the microscope of regulators, government, analysts, and investors for just over two years, and it became much more evident this week after the Hong Kong High Court ordered the company's liquidation.