Coronavirus: financial analysis XXIV

We see opportunities in the markets, but also many risks and uncertainty

“There are opportunities in the current market situation, there, especially in alternative investments, but we must be aware that we are still in the middle of the storm, and we will probably continue to face high risk until 2021.” This is one of the reflections made by José Luis Jiménez, Chief Investment Officer of MAPFRE, at the “Managing assets for insurers” conference organized by the Financial Times.

The second wave: a threat to the Union

Beyond the renewed pessimism about the health situation, the ghosts of a lacking coordinated response are once again appearing in the midst of the second wave of the pandemic. Gonzalo de Cadenas-Santiago, director of macroeconomic and financial analysis at MAPFRE Economics, believes that governments could start looking for responsibilities in neighboring countries, especially when some economies are doing better than others.

Investment in infrastructure not only provides profitability, but also stability

MAPFRE has incorporated a new infrastructure fund of funds into its range of alternative assets, a product of the alliance with Abante and following on from an agreement with the giant Macquarie. In this interview with El Nuevo Lunes, Eduardo Ripollés, institutional business director of MAPFRE AM, explains the reasons leading to the insurance group’s manager to diversify into this type of asset.

The worst has passed in terms of consumption, but recovery will be slow

Three variables that are difficult to resurrect – employment, business earnings and confidence – mean the recovery will be prolonged. In an interview with Radio Intereconomía, Alberto Matellán, chief economist at MAPFRE Inversión, analyzes the renewed forecasts from the Bank of Spain on the Spanish economy, the last Federal Reserve meeting and other key elements that will mark the course of the financial markets.

Jonathan Boyar: a life dedicated to Value

ZonaValue reviews the professional career of Jonathan Boyar, director of Boyar Value Group, with whom MAPFRE AM signed a collaboration agreement last year. The firm, founded by his father in 1975, has become famous for its analysis of companies, which it uses in its wealth management business and which has also been adopted by banks, management companies and investment houses around the world