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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 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.

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.

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 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 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.

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.

The solvency and liquidity of the European banking sector have improved substantially in recent years, thanks to regulatory reforms following the global financial crisis. María Torres de Becerril, equity investment manager at MAPFRE AM, analyzes the outlook for the sector for 2024.