Alberto Matellán, General Manager at La Financière Responsable, believes that although in principle the new White House policy could harm European exporter, it is still “difficult” to tell what their impact will be as the specifics are yet to be defined, meaning “it’s too early to start selling in these sectors,” including the automotive or steel industries.
The MAPFRE Group's good performance makes it possible to raise the dividend to 16 cents, a new high for the company. The company's stock gained 25.9% over 2024, and the average yield was 6.9%, placing it in the IBEX 35’s Top 10.
China is showing clear signs of weakness. Alberto Matellán, chief economist at MAPFRE Inversión, believes that there are resources available and a willingness on the part of Government to act, although stimuli are being applied in a slower and more measured manner than previously.
Despite the rate hikes implemented by the central banks, inflation is still at uncomfortable levels. Alberto Matellán, chief economist at MAPFRE Inversión, recalls that the relationship between interest rates and inflation "isn't as direct as we would like to think."
MAPFRE launched MAPFRE Energías Renovables II, FCR in collaboration with is partners Abante and IAM Carbonzero. This new vehicle will invest in biomethane, a 100% green biofuel obtained from animal and vegetable waste that can be injected directly into the natural gas grid, generate electricity via engines, and be used as a fuel.
If Mr. Market, the character from 'The Intelligent Investor', was real, he would be a Borussia Dortmund fan. The team rose strongly on the stock market last week, but has slumped after its defeat against Mainz 05.
AI has emerged as one of the bigest risk for the global economy, as it raises significant challenges in terms of data security and privacy, usage ethics and biases and competition for technological supremacy among countries.
They don't allow us to see the myriad of international risks and issues that put us in danger or where we might have something to contribute.
Jonathan Boyar, principal of Boyar Value Group and advisor to the MAPFRE AM US Forgotten Value Fund, analyzes the causes and consequences of SVB's collapse and the Credit Suisse crisis.