Articles


By François Rimeu, Senior Strategist, Crédit 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 Credit Mutuel Alliance Féd...
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Launched five years ago with a focus on the transition theme, R-co 4Change Net Zero Equity Euro has upheld its ESG commitments while delivering a performance that stands out among other ‘climate’ funds. While its positioning has so far prove...
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Prof. Dr. Jan Viebig Global Co-CIO, ODDO BHF AM.
"Hope dies last. A clear reform agenda could revitalise growth and lead to greater prosperity and employment."
Is Germany once again the "sick man of Europe"?, economics columnist Martin...
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Bruno Cavalier, Chief Economist ODDO BHF Asset Management.
KEY HIGHLIGHTS:
For more than two years, monetary policy had been tightened almost everywhere in the world.
Progress in disinflation from 2023 onward has enabled a reversal. ...
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By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF Asset Management.
The German economy is in a position of weakness, just as the global economy appears to be entering a more conflictual era. Trump has barrelled ahead with his pr...
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For the next four years, the 47th President of the United States' propensity for permanent power struggles will fuel the uncertainties surrounding global economic dynamics. With its international allocation, R-co Valor is necessarily exposed...
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