News - Page 50 - Mapfre AM

Six key elements to finding opportunities in the markets

Searching for hidden assets or undervalued stocks are among these key elements, according to the American investor Jon Boyar, renowned value investing guru, who participated this week in the annual Substrate AI event (formerly called Zona Value).

“In the United States, there is a greater risk of long-lasting inflation”

Inflation in the USA has reached its highest levels since 1990. Figures like these could cause a mass selling reaction in the Stock Market, a phenomenon known as a “sell-off.”

The experts’ take on the financial markets in 2022: Will this year’s streak continue?

The key indexes are showing returns of more than 20%. What can we expect in 2022? And, in the specific case of the Ibex 35, which has lost 10 points compared to Europe in 2021, will its performance improve? According to 8 out of 10 analysts and managers, next year will be good, but not as good as this one.

Examining the source of the current inflation

We are in a situation in which natural gas prices have increased by 500% in Europe and 100% in the U.S. We are also seeing the effects of the supply and demand imbalance, a result of the easing of restrictions imposed by the pandemic and the increase in mobility.

Where does the year's top manager invest?

Luis García, manager of the Mapfre AM Behavioral Fund, has won the award for being the best professional in the industry this fiscal year. His product earns 22.74% in 2021 and scores 38% since its creation three years ago.

MAPFRE’s investment area boosts its profit by 23% thanks to the sale of funds and Unit Linked

MAPFRE Inversión, the business area that encompasses the investment services provided by the Group to its clients, recorded a profit of 32 million euros in the first six months of the year.

Optimism in the market will continue in the short term, but there is uncertainty about 2022

Growth expectations are being lowered considerably, but still remain high. “PMIs have fallen, but they are not sinking; growth will continue to be strong, ”says Alberto Matellán, chief economist at MAPFRE Inversión, on the Radio Intereconomía program A Media Sesión.

Can responsible investing be profitable?

COP26, the climate summit, is underway in Glasgow and sustainable finance or socially responsible investment will logically be one of the central topics of debate. Daniel Sancho, investment manager at MAPFRE Gestión Patrimonial, explains, during an appearance on the Ponte en Acción program on Negocios TV, that ESG investing “isn’t anything new, at least at MAPFRE, and it turns out that these kinds of investments yield healthy returns, more so than a traditional investment approach.”

How Far Will Inflation Go?

The discussion on whether the rise in prices is temporary or permanent continues. Supported by the rise in energy and raw materials prices and the lack of inventories, more and more voices are fueling the idea that high inflation is not a short-term issue.