News - Page 39 - Mapfre AM

IBEX 35 stands out in Europe: up more than 3% in May

Increased pessimism in the latest economic forecasts is becoming a widespread view. Current sentiment is evidence that economic growth remains on track, but with some nuances.

¿Re-powerEU? Yes, please

REPowerEU is a way to accelerate and reshape the EU’s energy transition towards self-sufficiency, phasing out energy dependence on Russia and accelerating the transition away from fossil fuels in the medium term.

What are the new safe-haven assets?

The outlook is more uncertain than investors expected a few months ago. The war started by Russia in Eastern Europe has upended analysts’ forecasts regarding the pace of recovery, inflation, and monetary policy put in place to control the price level.

"For now, at least, there will be no recession in the Eurozone"

In an interview given in the context of the Davos Forum, Christine Lagarde, President of the European Central Bank (ECB), said that her organization is “for the moment” rejecting the possibility of a recession in the Eurozone.

Boyar and MAPFRE AM rub shoulders with major funds in London

At a time when most assets are moving in the same direction (with falls in both equities and the most conservative positions), the search for securities that generate long-term returns is becoming increasingly challenging.

The keys for keeping pace with the new ESG regulations

A few weeks ago saw the commemoration of Earth Day, an opportunity to promote sustainable attitudes in daily life and raise awareness among the population about the importance of protecting our environment for future generations.

Less liquidity, a new cause for investor concern?

A few months ago, back in October, experts asserted that liquidity was to account for the strong performance of the markets, using the Nasdaq technology index as a reference.

From risk to opportunity: the importance of financial advice

Bad news travels fast. The events of the past week are not giving investors much to be cheerful about: from sky-high inflation (breaking records in the USA and the Eurozone), to expected interest rate hikes in Europe.

Europe and the strategic compass, a historic change of mindset

Russia’s invasion of Ukraine has prompted the European Union to rethink its military spending policies, which have taken a rather passive approach in recent years.