News - Page 32 - Mapfre AM

Funds leverage the best Stock Market start since 2001

European indices closed the first month of the year with a gain of more than 9%, which has boosted the performance of MAPFRE's funds. Are there reasons to remain optimistic?

Juventus and the old soccer: The exception or the general rule?

News such as the sanction imposed on Juventus is shaking up listed clubs, especially in a sector such as soccer, where the arrival of sophisticated investors is a major concern. Luis García, manager of the MAPFRE AM Behavioral fund, analyzes whether this is an isolated case.

ChatGPT and monetary policy

MAPFRE Economics analyzes where monetary policy is headed on both sides of the Atlantic, something that a chatbot is currently unable to predict.

The reasons behind the stock market’s continued rise

The improvement in growth expectations, the moderation of inflation and the positive impact of all this on company earnings are strong arguments for continued optimism in the market.

"Investing in financial markets requires calm, and even more so when there’s a lot of volatility."

In the section "MAPFRE AM's Monthly Interview", David Iturralde, head of fixed income at MAPFRE AM, discusses the opportunities in the corporate and government bond market. To try to minimize the negative effect of a fateful 2022 on portfolios, short durations have been maintained in all funds.

Investing in soccer: What to expect in 2023?

MAPFRE AM has a fund (MAPFRE AM Behavioral Fund) that invests part of its portfolio in listed teams. Its manager, Luis García, tries to identify in this article some issues that could mark the immediate evolution of the sector, such as the growth of multi-club models or the possibility of new IPOs in 2023.

Fishing for Value in the U.S. Market: three small-mid cap companies to consider

Jonathan Boyar, director of Boyar Value Group and advisor to MAPFRE AM Forgotten Value, analyzes opportunities in the U.S. market included in the portfolio.

Alert from MAPFRE Gestión Patrimonial: beware of meme stocks

The 'meme stocks' are once again making headlines at the beginning of the year. Regarding this type of movements, Daniel Sancho, head of investments at MAPFRE Gestión Patrimonial, does not see any kind of reasoning and values the figure of the financial advisor, who is precisely responsible for filtering out all this type of noise.

Davos and the growing challenge of self-sufficiency

No region is close to being self-sufficient and perhaps it is time we started thinking about how to remedy this. And Davos was an ideal place to address this problem.