By Charlotte Peuron, Fund manager specialized in precious metals, Credit Mutuel Asset Management Crédit Mutuel Asset Management is an asset management company of Groupe La Française, the holding company of the asset management business line of ...

Laurent Denize Global Co-CIO ODDO BHF Asset Management. "There are 1,300 days to go until the next US presidential election. After 100 days, it is fair to say that the twists and turns have been much greater than initially expected" “M...

US loses its AAA status César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Equity markets rallied last week after the US and China agreed a reduction in tariffs at a meeting in Geneva. Under the...

Context And then there was calm. Relative calm, for now. The hurricane unleashed on global markets by President Trump’s sweeping trade tariffs, announced on 2 April, has turned into more of a regular storm thanks to a pause on the imposit...

By Virginie Wallut, Director of Real Estate Research and Sustainable Investment, La Française Real Estate Managers While in 2024, there was a rebound in investment volumes, the first quarter of 2025 reveals a certain stability in European comme...

Gilles Moëc, AXA Group Chief Economist and Head of AXA IM Research, writes that while Europe benefits from stable and predictable economic policies, many countries—especially outside Germany—face tight budget constraints, and will need to cut ...