News - Page 32 - Mapfre AM

MAPFRE and Macquarie met with key investors from the real estate sector

MAPFRE, through MAPFRE Inmuebles, and Macquarie, met with key investors from the real estate sector at Fundación MAPFRE’s headquarters in Madrid.

Investors face a bear market, but for how long?

The general falls in the main indices continue, with no respite in sight for investors. The S&P 500 is off more than 20% from its latest high, while the benchmark European index, the EuroSTOXX50, has seen a stiff correction of more than 24% since the beginning of the year.

Investors are ready to face an uncertain autumn

Record inflation, central banks turning the tide, a war with yet uncertain consequence and the drums of recession beating.

"There are many ways to make profits if the time horizon is not short term"

Yet Mark and Jon Boyar — respectively, the founder, and a principal — of Boyar Value Group, aren’t wasting time debating bear or bull, recession or no.

What is the Fed's terminal rate and why is it so important for stock markets?

Morgan Stanley announced that, given the current macroeconomic context, "the revenue forecast for US companies is too high."

MAPFRE AM measures the carbon footprint of investment portfolios

COP26 was held less than a year ago. Claimed to be one of the most important global events for addressing the challenges of climate change and biosphere conservation, the Climate Summit brings together, as always, all the member states of the United Nations.

Inflation or growth? The never-ending dichotomy has an answer

"We are far from rates where we see inflation returning to the 2% target." These words by Christine Lagarde, following the announcement of the European Central Bank's rate hike, implied not only that further rate hikes will be forthcoming.

Interest rate hikes: portfolios under review

Only one week has passed since the announcement of the biggest interest rate hike in the history of the European Central Bank (ECB) (75 basis points). According to MAPFRE Economics, with this measure, the ECB is “taking a moderately aggressive stance, signaling future efforts, and centering its discourse around the rise in prices.

Patrick Nielsen: “The risk of a bubble in listed assets has diminished substantially”

MAPFRE AM's Assistant General Manager talks about his career in the asset management sector and unpacks the key factors that are shaping the current macroeconomic and financial context.