ECONOMY | 13.01.2022
How long will inflation keep rising, what will the central banks’ roadmap be, and what’s the outlook for the energy sector? Alberto Matellán and Daniel Sancho answer these and other questions about things that will mark the year’s economic agenda.
Beyond questions about how to address the risks associated with the pandemic, MAPFRE’s group chief investment officer is confident that there will be a normalization in central bank policies, although 2022 “may be complicated if there is an abrupt change in expectations.”
In an interview on The Wall Street Lab podcast, Luis García, fund manager at MAPFRE AM, highlights the importance of behavioral economics and the commitment to well-managed companies with healthy P&Ls to generate long-term profitability.
Companies seek to generate consistently better returns on their activity and grow their customer base. Understanding consumers’ reactions and perceptions is key to correctly anticipating and meeting their needs.
Although the latest figures on price levels follow the upward trend of recent months, Alberto Matellán clarifies that the next three months will be crucial in shaping this year’s macroeconomic scenario.
The markets have surprised experts like Ismael García Puente, because they’re showing signs of behaving rationally at the beginning of the year. Against this backdrop, what’s the outlook for the American and Spanish stock markets?