In our latest MAPFRE AM interview, we spoke with César Gimeno, American equities and multi-asset manager at MAPFRE AM, who advocates for the US stock market in light of its greater resilience and positioning in industries of the future, where Europe “is lagging behind.”
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Growth vs. value in different interest rate environments
The market's expectations for lower interest rates are "excessively" optimistic, according to MAPFRE Gestión Patrimonial in its monthly report for January, where it explains that these expectations are not justified from the point of view of inflation and growth.
The Japanese stock exchange shines brighter than other Asian markets
Japan is becoming increasingly attractive to investors, thanks to its productive investment, exchange rate, monetary policy and inflation trend, which makes it stand out from other Asian markets, such as China, where investors have received the growth data negatively.
Markets start 2024 with inconsistent rate expectations
The market's expectations for lower interest rates are "excessively" optimistic, according to MAPFRE Gestión Patrimonial in its monthly report for January, where it explains that these expectations are not justified from the point of view of inflation and growth.
Matellán: 'Company earnings will continue to be good'
The first week of the year has been accompanied by caution in the markets after the bullish rally at the end of 2023, with falls in both fixed income and equities, but investors have reasons for optimism, given the expectation of a drop in rates.
MAPFRE AM surpasses 10 billion euros in assets under management
MAPFRE AM, the MAPFRE Group asset manager, concluded 2023 with over 400 million euros in underwriting to mutual funds, bringing the total assets under management for the firm to over 10.64 billion euros.
What can we expect from markets in 2024?
Following a particularly complicated 2022 for all asset classes, marked by inflation, monetary tightening and economic weakening, this year will end very strongly on the markets, and everything suggests that this optimism will carry over into 2024.
The market forgets about higher for longer and anticipates up to five rate cuts in 2024
The mantra of 'higher for longer' that the U.S. Federal Reserve (Fed) and the European Central Bank (ECB) have insisted on repeating in their communications over the last year seems to have been short-lived for the market.
Institutional investors in LATAM have become more sophisticated, now resembling their European peers
In this new edition of "MAPFRE AM's Interview of the Month", with which we show the professional and personal side of the colleagues of the MAPFRE Group's asset manager, we talk to Estanislao Del Campo, LATAM Investment Director at MAPFRE AM:
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MAPFRE AM Responsible Inclusion
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MAPFRE AM Presentation
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Global Bond Fund