Equity returns : where growth tells most of the story
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| Tag | 1 | 2 | Valor |
|---|---|---|---|
| LDR | 00000cam a22000004 4500 | ||
| 001 | MAP20230019092 | ||
| 003 | MAP | ||
| 005 | 20231214123248.0 | ||
| 008 | 230927s2023 che|||| ||| ||eng d | ||
| 040 | $aMAP$bspa$dMAP | ||
| 084 | $a219 | ||
| 100 | 1 | $0MAPA20180014208$aSaner, Patrick | |
| 245 | 1 | 0 | $aEquity returns$b: where growth tells most of the story$cPatrick Saner, Daniel Ellarby Sánchez |
| 260 | $aSwiss Re$bZurich$c2023 | ||
| 300 | $a2 p. | ||
| 490 | 0 | $aEconomic Insights | |
| 520 | $aInflation and especially liquidity impact stock market performance. Historically, however, the business cycle has been the key determinant for equity returns. A recession or marked growth slowdown alongside disinflation and central bank liquidity withdrawals could cap equity upside in the shorter-term. That said, central bank caution to not over-tighten could yield a soft- or no-landing scenario, with equities holding their ground vs fixed income. This should keep insurance asset allocators on their feet, given the high exposure of the industry to the latter | ||
| 650 | 4 | $0MAPA20080606718$aInformación financiera | |
| 650 | 4 | $0MAPA20080586294$aMercado de seguros | |
| 650 | 4 | $0MAPA20080585518$aGestión de activos | |
| 650 | 4 | $0MAPA20080601324$aEntidades financieras | |
| 650 | 4 | $0MAPA20080547967$aLiquidez | |
| 650 | 4 | $0MAPA20110021238$aEstabilidad financiera | |
| 650 | 4 | $0MAPA20080570422$aRenta variable | |
| 700 | 1 | $0MAPA20230007891$aEllarby Sánchez, Daniel | |
| 710 | 2 | $0MAPA20080436261$aSwiss Re | |
| 856 | 0 | 0 | $yMÁS INFORMACIÓN$u mailto:centrodocumentacion@fundacionmapfre.org?subject=Consulta%20de%20una%20publicaci%C3%B3n%20&body=Necesito%20m%C3%A1s%20informaci%C3%B3n%20sobre%20este%20documento%3A%20%0A%0A%5Banote%20aqu%C3%AD%20el%20titulo%20completo%20del%20documento%20del%20que%20desea%20informaci%C3%B3n%20y%20nos%20pondremos%20en%20contacto%20con%20usted%5D%20%0A%0AGracias%20%0A |