News - Page 51 - Mapfre AM

“If we compare the Ibex with the rest of the European markets, it still has a lot of upside potential”

The IBEX 35 has not shown a clear direction in recent months and has been closing for some weeks in very narrow bands around 9,000 points, but by lifting our gaze a bit and observing the rest of the European trading floors, it can be estimated that it has a long way to go.

Europe grows more than the US in the shadow of the dollar

Eurostat data reveal GDP growth of 2.2% in the Eurozone in the third quarter. Good news for the economic bloc, though not for all countries that comprise it. While France and Italy lead the growth, Spain and Germany are downgrading their forecasts.

Responsible Investment: A Solution in Times of Crisis?

In an interview with Club Patrimonie, La Financière Responsable CEO Stéphane Prévost attributed the good performance of investments in SRI funds to the increased supply from institutions, as well as greater investor demand for ESG strategies.

Unique Portfolio as a Source of Diversification

The investment industry has investors convinced that true portfolio diversification is achieved through exposure to a variety of asset classes.

“We do not rule out agreements, but they need to be complementary”

Asset management has become a very important area in the insurance group in recent years, according to Mapfre AM CEO Álvaro Anguita, CEO of Mapfre AM, who manages around 40 billion in assets and has a team of more than 100 people, in an interview with FundsPeople.

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.