Coronavirus: financial analysis XLVI

Fernando Mata: “We’ll continue working so that the market places us at the level we deserve.”

MAPFRE held an online presentation with retail shareholders to explain the main business data for 2020 and give them the opportunity to ask any questions about the stock. Fernando Mata, MAPFRE’s CFO and member of the Board, took charge of attending to more than 200 shareholders in this new exercise in transparency.

Case study: How the MAPFRE Group is developing its investment capabilities

In an interview with specialist media outlet, Funds Operator, José Luis Jiménez, MAPFRE’s group chief investment officer, explains the strategy of the asset management business and how particular effort is being made by this unit to create products that project the Group’s core values, which inevitably leads to a focus on ESG criteria.

Álvaro Anguita: “We successfully overcame the hardest months of lockdown thanks to the efforts of the entire team.”

Álvaro Anguita, CEO of MAPFRE AM, highlights the fund manager’s commitment to impact investing in an interview with Hispanidad. The expert explains that prudence, a hallmark of the insurance group, together with a good selection of securities and correctly identifying buying opportunities offered by the market, led to a good result in 2020 in terms of profitability.

Alberto Matellán: “Sustainable investment requires coherence: it must permeate the culture and all the actions of the company.”

Financial returns are not incompatible with social returns. Quite the contrary, according to Alberto Matellán, chief economist at MAPFRE Inversión, during an event on Sustainable Finance organized by Neofinders. Also in attendance was Juan Carlos Delrieu, director of strategy and sustainability at the Spanish Banking Association (AEB).

Ismael García: “We are reorienting our portfolios toward cyclical sectors.”

MAPFRE Gestión Patrimonial’s fund selector and asset manager analyzes the latest macroeconomic data and market movements in an interview with Spanish broadcaster, Radio Intereconomía. He also offers his recommendations on the strategy that can be adopted in this context, both for equities and for fixed income.

Inflation! What inflation?

The current market narrative states that inflation will rise. Which means that yield curves will steepen, and a reaction from central banks may derail the optimism we’re seeing for equities. Alberto Matellán, chief economist at MAPFRE Inversión, drills down on what is causing this phenomenon.