In our central scenario in Europe, with high inflation and moderate growth (after the Russia-Ukraine conflict), we believe it is a good time to start considering investing in banks after the sharp falls in the stock market experienced by the sector.
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Could the war lead to a recession or a stagflation scenario?
At the beginning of 2022, analysts were predicting that this would be the year of recovery: robust growth in much of the world. The global economy, which had already passed the Covid test and was already looking towards a calmer future, has been dealt a new unexpected reality check (again) by the Russian invasion of Ukraine.
First week of conflict: how stock markets are reacting
The attacks by Russian troops on Ukraine continue to put the markets on edge, with no way of predicting the true consequences of not only the armed conflict, but also the decisions made in the economic arena to stop Russia's advance.
The implications of war for the US stock market
By invading Ukraine, Russia has created a humanitarian crisis. At a time when heart-wrenching news footage reminds us daily that innocent people are losing their lives, discussing the market implications of such devastation can feel unseemly.
The consequences of the Russian attack for the markets and the economy
War has broken out. The markets had been in a state of tense calm over the last few days after the continuous threats from Russia that provoked the first sanctions by the United States and Europe.
Tense calm in the markets after sanctions against Russia
For yet another week, investors are keeping a watchful eye on the geopolitical tensions in Ukraine. After Russia's recognition of the Donetsk and Luhansk regions, and amid escalating tensions in the region, the United States and the European Union have already announced sanctions.
MAPFRE AM: a leading management firm for medium-term returns
Asset management companies appear to be on a winning streak in Spain. According to the latest data, the sector’s volume amounts to 311.7 billion euros, a figure that, following the trend in recent years, is likely to continue climbing.
Sustainable values: the opportunity presented by new regulation
It is a common practice in the world of asset management to lump together all types of sustainability analysis under the ESG prism, but this is not entirely correct.
How to protect your portfolio from market swings
The stock market swings in recent weeks were no coincidence: geopolitical tensions, which seem to have subsided at times, have been added to the mix along with the uncertainties about growth and inflation.
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