Coronavirus: análisis financiero XXXII

“The market context gives us the opportunity to invest in alternative assets at more reasonable prices”

Before the summer, MAPFRE launched a private equity fund with Spanish firms Abante and Altamar. In an interview with specialist media Capital & Corporate, José Luis Jiménez, MAPFRE’s chief investment officer, explains the group’s strategy for alternative investments and the specific advantages of private equity compared to other assets.

Euphoria in the markets: a change in the rules of the game?

Investors have taken a very positive view of both the US election result and the good news about the forthcoming vaccine. Alberto Matellán, chief economist at MAPFRE Inversión, raises six questions that investors should ask themselves on the back of this news driving the change in market sentiment.

“The news of the vaccine reminds investors that there is life after COVID-19”

Matellán explains, in an interview with A Media Sesión on Radio Intereconomía, the real reasons behind the stock market rally of the last few days, beyond Joe Biden’s victory and advances with the vaccine. In addition, he analyzes the sectors that are going to benefit most from market improvements and offers his recommendations to retail investors.

 The priorities of the new US administration (or at least, what they should be…)

In an article published in the El Confidencial newspaper, Gonzalo de Cadenas-Santiago, director of macroeconomic and financial analysis at MAPFRE Economics, dissects the election result in the United States, which looks set to usher in a change of direction in key aspects of US political, economic and foreign relations management.

 “ESG funds have proven to be more profitable and less volatile”

Eduardo Ripollés, director of institutional business at MAPFRE AM, and Jonathan Boyar, director of the Boyar Value Group, presented the strategies of both firms at an annual event held by Zona Value. Ripollés focused on MAPFRE AM’s range of ESG funds, while Boyar gave some hints on how his firm carries out its analysis of the Forgotten Forty, those stocks ignored by the market. MAPFRE AM and Boyar recently launched an American equity fund.

An escape room in Mexico aims to raise awareness of financial education and how to plan properly for your financial future

As part of Mexico’s National Financial Education Week, Fundación MAPFRE and the Museo Interactivo de Economía (MIDE) joined forces to conduct a virtual panel on raising awareness of the role that insurance has played throughout the COVID-19 pandemic. Fundación MAPFRE has created a virtual escape room that tests players’ knowledge of economics and how to plan for their financial futures.