Financial newsletter

MAPFRE: “Tsunami” of ESG rules could stymie climate progress

José Luis Jiménez, chief investment officer (CIO) of Spanish insurer MAPFRE, tells Capital Monitor that EU regulators’ efforts to oversee sustainable assets are too prescriptive and lack an essential interpretative framework.

Buybacks: yes, but not at any price

Pablo González, equity manager at MAPFRE AM, analyzes in this article the latest wave of share buybacks taking place in Europe. He offers clues to distinguish those operations that are really beneficial for the shareholder in the long term.

Boyar: “Many of those who invest in crypto now will lose everything”

Jonathan Boyar, an American manager who manages the MAPFRE AM US Forgotten Value fund with MAPFRE’s asset management arm, defends his investment strategy in an interview with Expansión. He considers it essential to have a good knowledge of the companies in which he invests in order to ensure long-term success.

“We can’t rule out an end-of-year rally, but retail investors shouldn’t take on risks now.”

Stock markets have recovered some of the ground lost due to the fear caused by the new Omicron variant, but volatility has made its presence felt. Alberto Matellán, chief economist at MAPFRE Inversión, believes that retail investors should look ahead to 2022 and not worry about this short-term noise.

“The markets will be volatile in 2022”

Daniel Sancho, head of investments at MAPFRE Gestión Patrimonial, offers the keys to the future of the markets and analyzes the latest macroeconomic data on both sides of the Atlantic, as well as inflationary threats and how they can influence monetary policy decisions.