Coronavirus: financial analysis XXXVIII

Brazil’s insurance industry could grow to three times its current size, according to MAPFRE

The Brazilian market has the greatest potential for growth in the Latin American insurance industry and is one of the world’s top ten markets, according to MAPFRE Chairman and CEO Antonio Huertas Mejías in a recent interview with the local newspaper Valor Econômico, based on a study by MAPFRE Economics. The executive explains the pillars of the Group’s strategy in the country and offers a few brushstrokes on the reforms needed to accelerate the recovery.

Five factors in the transition from universal recession to uneven recovery

The completion of vaccine development, together with recent progress in the production of drugs to block the spread of the coronavirus, have opened up the prospect that, starting in the spring of 2021, economic activity could begin to normalize. However, the future looks like a change from universal recession to uneven recovery. Manuel Aguilera, General Director of MAPFRE Economics, analyzes the five factors on which this process depends.

“Central banks and good financial advice have been investors’ best allies”

Citywire magazine has named Ismael García Puente, investment manager at MAPFRE Inversión, as one of Europe’s leading fund selectors under 40. In this interview, he reviews his professional career and offers a vision of the future of the fund management industry. He says goodbye to 2020, recognized as one of the best, clinging to the refuge values: work, discipline and patience.

Towards 2021: Some risks to bear in mind

Alberto Matellán, Chief Economist of MAPFRE Inversión, analyzes the five risks that investors must take into account for this year that has just begun. In this article, the expert refers to the pandemic, but also to the macroeconomic forecasts, as well as the possible restrictions on liquidity or the volatility of the first month of the year. Without doubt, a good guide for any investor, whether professional or private.

Portfolio construction for 2021

Ismael García Puente, investment manager and fund selector at MAPFRE Gestión Patrimonial, explains in this article the three pillars on which the portfolios are built and which justify their good performance last year: establishing a good asset allocation model; limiting losses; and forgetting market timing.