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.
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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.
Manchester United: Summer wave maker, and an investment opportunity too?
If there has been one team that made waves in the world of soccer this summer, that was probably Manchester United.
Consequences of the ECB's highest rate hikes
With the summer coming to an end, meetings and releases of macroeconomic data on both sides of the Atlantic are again the main focus.
MAPFRE AM and MGP jump to the top of the rankings
The end of summer maintains the course of previous months, with recession looming ever closer and inflation running rampant.
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