A month and a half into Donald Trump’s presidency, markets have experienced increased volatility, which has intensified over the past week. However, these episodes will be short-lived, and at some point—likely in the near future—they will stabilize, according to Alberto Matellán, General Manager of La Financière Responsable.
In our interview of the month, we speak with Veredas Zarco, wealth management adviser at MAPFRE Inversión.
ESG investments were difficult last year, and the outlook for 2025 doesn't look much brighter, especially with Trump back in residence at 1600 Pennsylvania Avenue. However, there is still room for this type of investment.
Unlike President Donald Trump's first administration, the economic and social measures follow a determined roadmap.
Alberto Matellán, General Manager at La Financière Responsable, believes that although in principle the new White House policy could harm European exporter, it is still “difficult” to tell what their impact will be as the specifics are yet to be defined, meaning “it’s too early to start selling in these sectors,” including the automotive or steel industries.
The change in tune is becoming evident under Trump's leadership and his particular vision of the world.
The MAPFRE Group's good performance makes it possible to raise the dividend to 16 cents, a new high for the company. The company's stock gained 25.9% over 2024, and the average yield was 6.9%, placing it in the IBEX 35’s Top 10.
The Fondmapfre Bolsa América is the fund of the MAPFRE AM catalog that did the best in 2024, achieving a profitability of 18.71% in 2024.
During Trump's first month in office, there were many headlines that caused volatility in assets during the last weeks of January, but without any fundamental economic changes.
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