News - Page 13 - Mapfre AM

Diversification and active management, essential in the current market environment

With stock market indexes at record highs and a elevated concentration in some of them, it is esential to take precautions, including diversification and active management, as advocated by MGP in its monthly report.

Annual MGP Conference: “Regulatory changes can also present an opportunity”

Investor protection and technological changes, among other factors, have forced managers and advisory firms to adapt to various regulatory changes. Although they are always seen as a burden, Miguel Ángel Segura, general manager of MAPFRE Inversión, insists that they can also be an opportunity to do things better.

“Lowering rates doesn’t seem compatible with the current state of the economy”

The ECB decided to keep the three official interest rates unchanged for the fourth consecutive time, and reinforced the message that the debate on lowering rates remains premature.

European stock markets, and particularly the Spanish one, may still have "more to give”

The upturn in inflation in the United States has attracted investors' attention, but that hasn't slowed down the European Stock Exchanges, explains Alberto Matellán, chief economist at MAPFRE Inversión.

“When I first entered the workforce, asset management was a man's world”

In the latest MAPFRE AM interview of the month, we speak with Paloma Ramos, financial risk and sustainability manager at MAPFRE AM, who has almost 30 years experience at the fund manager. “When I started out, there was only a handful of women working in the sector, just a few dozen," she highlights.

“We integrate an ESG perspective into every financial product we manage”

Sustainability is one of the major trends of recent years, but integrating it into strategies is not always easy. At MAPFRE, we have made an effort to ensure that our investment portfolio is aligned with our commitment to people and the planet.

"MAPFRE's stock price has more upside than its current level"

MAPFRE shares increased in value by more than 7% in 2023, enabling the insurance group to close the year with a market capitalization of almost €6 billion. Despite last year’s improvement, this figure is still far from its book value, which is more than €2 billion higher.

Japan: an increasingly attractive market for investors

On February 22, the Nikkei 225, the main indicator of the Japanese stock market, finally closed at a new all-time high, above the December 1989 record.

MAPFRE AM: “We are surveying the sector to keep growing inorganically”

MAPFRE AM wants to keep growing inorganically through purchases especially to bolster its distribution capacity. The development of the institutional investor segment and the capacity they will have to manage their own illiquid asset vehicles are two of the priorities the firm is considering for the coming years.