News - Page 16 - Mapfre AM

Correction in stock markets, but no downward trend

The first month of the second quarter brought a halt to the exuberance evident from the New Year, but MGP doesn't see it as the start of a downward path.

MGP’s strategy: diversification, fixed income and quality companies

In the current economic context, with better than expected business earnings, persistent inflation in the United States and strong growth, MAPFRE Gestión Patrimonial experts recommend diversifying, investing in fixed income and quality companies.

These are the main risks to the economy over the next two years

The Risk Environment 2024-2026: type and analysis from MAPFRE Economics establishes a risk framework for the next two years.

Market momentum continues, but can it hold up throughout the year?

The S&P 500 rose 10.2% in the first quarter of the year, but will it be able to maintain momentum? Jonathan Boyar, director of Boyar Value Group and advisor to the MAPFRE AM US Forgotten Value Fund, delves into the variables that can affect the markets.

Timeless lessons on wealth for retail investors

Taking your first steps in the world of investing can be daunting, whether because of a limited knowledge, confidence, or fear of missteps. However, a wealth of information awaits those who know where to look. One of the highly most recommended books is “The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness”, by Morgan Housel.

“Our challenge is to identify the companies poised to benefit from AI"

In the last MAPFRE AM Interview of the Month, we sat down with Nicole Sophie Gómez Adenis, an American equity and global multi-asset manager.

Spanish stock market rally: which stocks are driving the surge?

The Spanish stock market has been on a steady upward trend since November of last year, reaching new heights by late March, with the index surpassing 11,100 points, marking its highest level in the past seven years. Despite experiencing some corrections in recent weeks, it maintains a significantly elevated position compared to historical norms.

ECB divergence: structural or transitory?

The ECB is preparing to take a historic step: eurozone interest rates are expected to fall before the Fed's, which is reluctant to announce a cut given the strength of the US economy. But is the ECB's move justified?

“We probably won't see any rate cuts in the US this year”

The US economy continues to show great strength, with a growth forecast for this year of around 2.4%, expected inflation of close to 3% and full employment. With these numbers, the prospect of rate cuts are receding further into the background of the Fed's road map.