News - Page 16 - Mapfre AM

MGP monthly report: “wait and see” after September's market declines

The summer has come to an end and the "paradise" that was the markets during the summer months has moved on to more troubled waters. Now, "wait and see" seems to be the most sensible position at this time, according to the monthly report prepared by MAPFRE Gestión Patrimonial.

Conflict in Israel shouldn’t portfolio changes (for now, at least…)

The conflict is having a limited impact on the markets and, for the time being, there are no reasons to justify a change in portfolios. Nevertheless, experts point out that investors must remain vigilant.

Wait and see in light of the dramatic conflict in Israel

The Israeli-Palestinian conflict has brought with it increased risk aversion and a rise in commodities, as well as greater volatility. Alberto Matellán, chief economist at MAPFRE Inversión, says these tensions will put upward pressure on prices.

Bonds or funds. What's the best for me?

The success of an investment is delimited by the duration, the IRR and the credit rating, and although money market funds have better results in these variables, bonds have been the favorite assets of Spaniards in 2023.

Incorporating Catalysts into your Investment Process

Are catalysts really such a big deal? Jonathan Boyar, director of Boyar Value Group and advisor to the MAPFRE AM US Forgotten Value Fund, explains the keys in this article.

“Debt returns are in line with economic reality”

Fixed-income markets have been the focus of investors' attention this week, given the sharp rises in sovereign debt yields. However, Alberto Matellán, chief economist at MAPFRE Inversión, insists that debt returns ranges are consistent with economic reality.

The snowball effect of compound interest: what it is and how it benefits you

In the current scenario of inflation and weak growth, investors must look for ways to maintain their purchasing power. Compound interest is one of the easiest ways to maximize savings when investing.

More falls in the real estate sector?

The real estate sector is not exactly going through its best moment. "There is still to come a part of the impact of the rates and there may be more falls," recalls Alberto Matellán, chief economist of MAPFRE Inversión, although he believes that the worst is over.

The Fed: Higher rates for longer

Last Wednesday, the Fed decided to keep rates unchanged, maintaining the range at 5.25% -5.50%, in line with expectations, while also not presenting any new developments for reducing its holdings.