MAPFRE's commitment to its shareholders and to the dividend is unquestionable. Felipe Navarro, Director of Capital Markets and Treasury, explains in an interview with Estrategias de Inversión that "we have sufficient profits and capital to continue distributing dividends".
The main catalyst for the markets over the last year and a half has been the rise in interest rates, and everything points to them remaining high for some time to come. We tell you the implications and how it affects your investment portfolio.
The Israeli-Palestinian conflict continues to condition oil prices, unlike other types of assets, which returned to normal a few days later. Intervention by other powers in the area is one of the main dangers, although this possibility is not in MGP's base scenario.
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.
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.
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.
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.
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.
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.
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