Autor: Funds Society, Madrid Los inversores globales abandonan el enfoque ESG tradicional y apuestan por la resiliencia y la seguridad económica El oro y los activos reales recuperan protagonismo como refugio ante la volatilidad financiera España se consolida como un mercado dinámico donde las gestoras boutique pueden prosperar El Group of Boutique Asset Managers (GBAM), red internacional de altos ejecutivos de firmas boutique de gestión de activos, ha identificado un cambio

The FT Adviser article argues that value investing is regaining relevance  as global uncertainty, inflation, and shifting monetary policies push investors to reconsider fundamentals over growth hype. Read the full article here: Is value investing making a comeback? - FTAdviser

From $100bn “strategic partnerships” to companies funding customers to buy their own products , Sean Peche questions the financial logic behind a wave of mega-AI announcements — and wonders whether the hype is outpacing the cash flow. Continue reading here AI Megadeals Are Booming — But Are They Built on Sand? | Advisorpedia

In a year defined by political noise and shifting policy landscapes, this FT Adviser piece offers a refreshing reminder: long‑term opportunity doesn’t stop at national borders. Anna Macdonald reflects on global growth themes, the importance of looking beyond domestic politics, and why investors benefit from keeping their focus outward rather than inward. It’s a thoughtful perspective on navigating uncertainty while staying anchored to the bigger picture — a valuable read for

Spanish asset manager has named Ismael Garcia Puente as its deputy director of investment strategy. In the newly created role, Garcia Puente will be responsible for coordinating the investment strategy of Mapfre AM and its various subsidiaries. He will also oversee the management of specialist funds, market analysis and asset allocation. Continue reading here Mapfre AM appoints deputy director of investment strategy - Funds Europe More coverage: https://citywire.com/selector/

What makes an Article 9 fund truly sustainable? Alberto Matellán of La Financière Responsable explains how their impact-driven strategy...

This newly created position will see him coordinate the investment strategy of MAPFRE AM and its subsidiaries. García Puente has been...

Tariffs are back at the centre of the market conversation — and investors are trying to understand what they really mean for corporate earnings. This Barron’s analysis digs into how renewed tariff measures under the Trump administration are filtering through supply chains, pricing strategies, and sector‑level performance. It’s a timely look at which companies may feel the squeeze, which could benefit, and how markets are already adjusting expectations. A useful read for anyon

With the Autumn Budget just months away, Aubrey’s Anna Macdonald looks at the implications of any changes on UK assets. The UK’s Autumn...

Exciting news from MAPFRE AM: the launch of MAPFRE AM EUROCASH , its first money market fund designed for conservative investors seeking...