The next results season is just around the corner, and this time, there is even more expectation than normal due to the uncertain macroeconomic environment. Alberto Matellán, chief economist at MAPFRE Inversión, believes that earnings will be pretty good overall.
The economic situation is heading towards a stagflation scenario, so it becomes necessary to lead technological change. Don't miss this article by Gonzalo de Cadenas Santiago, director of macroeconomic and financial analysis at MAPFRE Economics.
MAPFRE Gestión Patrimonial prepares a monthly market report, which in this occasion focuses on central banks, corporate results and the repetition of the repetition of the same pattern as five years ago in the markets.
Home sales and mortgage closings have fallen sharply in recent months. Alberto Matellán, chief economist at MAPFRE Inversión, explains that despite the problems in the real estate sector, the situation is nothing like what we saw in 2007 and 2008.
Interest rates are not managing to reduce inflation efficiently due to the low level of household and enterprise indebtedness. Javier de Berenguer, investment manager and fund selector at MAPFRE Gestión Patrimonial, believes that the key lies in the liquidity of the system.
Climate risk has gained importance in recent years. Transition risk are also a part of them, in a less obvious way than physical risks.
Latin America is facing a critical challenge: achieving price stability while driving growth in the region. Gonzalo de Cadenas Santiago, director of Macroeconomics and Financial Analysis at MAPFRE Economics, explains the key aspects of this balancing act.
As part of the “MAPFRE AM Interview of the Month” section, we talk to María Torres de Becerril, MAPFRE AM’s equity investment manager, who believes that this new cycle “clearly opens up opportunities in the stock market."
Despite the rate hikes implemented by the central banks, inflation is still at uncomfortable levels. Alberto Matellán, chief economist at MAPFRE Inversión, recalls that the relationship between interest rates and inflation "isn't as direct as we would like to think."
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