The macroeconomic perspectives have hardly changed in recent months, meaning investors are on standby as they wait for new benchmarks in some key variables: inflation, growth or interest rates. Alberto Matellán, chief economist at MAPFRE Inversión, explains.
Jonathan Boyar, director of Boyar Value Group and advisor to the MAPFRE AM US Forgotten Value Fund, says the key is in the in-depth fundamental analysis of these companies.
The latest macroeconomic data published in recent weeks aren’t particularly positive, with a significative slowdown in China and Germany.
After a fall of 11%, the European real estate sector is the second worst performer in the Stoxx600 so far this year.
Corporate governance is becoming increasingly important and is now one of the main factors influencing investment decisions.
If Mr. Market, the character from 'The Intelligent Investor', was real, he would be a Borussia Dortmund fan. The team rose strongly on the stock market last week, but has slumped after its defeat against Mainz 05.
The Spanish municipal and regional elections, held on Sunday, May 28, and the early announcement of the national elections grabbed all the headlines this week, but failed to make the news as far the markets were concerned. “
As explained by Javier Lendines, General Manager at MAPFRE AM, now is the time to take advantage of market circumstances and increase returns on investment portfolios, assuming lower risks than those assumed in previous years.
Market uncertainty could be more harmful than pessimism in this environment, as explained by Alberto Matellán, chief economist at MAPFRE Inversión.
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