News - Page 36 - Mapfre AM

Reasons to be "moderately optimistic" with the stock markets in the medium term

Una guerra que no termina, una inflación desbocada y una economía a punto de entrar en recesión. En este escenario, parece complicado lanzar un mensaje optimista para los inversores.

"Active management is more important than ever before"

Carlos de Ancos, new MAPFRE AM deputy managing director, stars in the "Monthly Interview" and gives the keys to how the change in the monetary policy cycle will affect fixed income.

Inflationary recession or a slowdown in Globalization

Lately, as I enter into intense discussions with other economists about the most plausible scenarios in sight, it strikes me how much we now like to talk about “inflationary recession” (...) As if that were our biggest problem!

Sports: The great forgotten thematic investment?

Sports are probably the most overlooked thematic investment globally. In the catalog of different fund managers, we find funds specialized in robotization, artificial intelligence, population pyramids, etc., but not a trace of sports.

The dead cat bounce, or trend change

The quarter began with sharp upturns on both sides of the Atlantic, after a very trying September (the Down Jones and S&P recorded their worst month since 2002).

Black September for US stock markets, what will happen in October?

@MapfreSeptember was a month that most investors would like to forget, with the S&P 500 down 9.34%, the NASDAQ 100 declining by 10.6%, and the Russell 2000 falling by 9.73%. Global investors were not spared, either, with the FTSE 100 down 5.23%, the Euro Stoxx 50...

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.