News - Page 14 - Mapfre AM

“Spanish investors don’t believe in sustainability, while French investors demand it”

Alberto Matellán, chief economist of MAPFRE Inversión and responsible for the integration of LFR into the Group, explains, in an interview with ElEconomista, the reasons why MAPFRE decided to acquire a majority stake in this French boutique specializing in ESG and the opportunities offered by the French market.

Argentina takes a radical political turn: what changes can we expect to see in its economy?

Argentina is entering a new stage that could mean a 180-degree turn in the country's economic policy, following the victory of Javier Milei, presidential candidate of the La Libertad Avanza party.

Small-cap stocks can shine in a recession

Small-cap companies are currently trading 14% below their value, which means that in a slowdown environment such as the one that is expected, they can "shine". Jonathan Boyar, advisor to MAPFRE AM's Forgotten Value Fund, elaborates in this article.

“Rate hikes haven't yet fully impacted the economy”

The rapid rise in rates over the last year and a half has not yet fully impacted the economy. Alberto Matellán, chief economist at MAPFRE Inversión, explains that these monetary policy changes are usually delayed by between nine months and a year.

Questions abound as we enter a new cycle

After the successive shocks of the pandemic and the crisis in Ukraine, the global economy seems to be in the prelude to a change of cycle. Gonzalo de Cadenas Santiago, Director of Macroeconomic and Financial Analysis at MAPFRE Economics, highlights the main unknowns for this new period.

The end of the rate hike cycle is getting closer and closer

The markets are moving in line with the decisions taken by central banks, in the hope that the cycle of rate hikes will come to an end. MAPFRE Gestión Patrimonial analyzes the latest market movements in its monthly report for November.

"Stock markets could be set to behave well from here to the end of the year"

Stock markets have reacted very positively to the latest lower-than-expected U.S. CPI data, and Alberto Matellán, chief economist at MAPFRE Inversión, believes that the markets can behave well until the end of the year.

MAPFRE AM starts selling its funds in Latin America

MAPFRE AM's expansion in Latin America is already a reality. Álvaro Anguita, CEO of MAPFRE AM, explained in an interview with Funds People that "the first sales in Uruguay and Colombia" have already been closed, with the idea of continuing with this process in Brazil in the medium term.

Increasing risks of digitization and cybersecurity in the insurance sector

The risks related to digitalization and cybersecurity for companies in the insurance sector are steadily increasing, and are already at very high levels, in the face of the sharp rise in attacks on companies in the last year.