By Prof. Rd. Jan Viebig, Chief Investment Officer, ODDO BHF SE Those who expected that Donald Trump’s first policy move would be to cut taxes were wrong. On 1 February, the White House opened fire with trade policy, introducing a first ra...

Opening Salvo on Tariffs César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. A mixed US January job report was not seen as changing the Fed’s wait-and-see stance and did little to sway the S&P 500, which declined -0...

In this week's Macrocast, Gilles Moëc, AXA Group Chief Economist and Head of AXA IM Research, analyses the US and European labour markets. "The strength of the US labour market was confirmed last week: job creation is strong, wage growth is...

La Française, the multi-specialist, asset management group of Crédit Mutuel Alliance Fédérale, is pleased to announce the creation of a client portfolio management team and the appointment of Alexandre MENENDEZ as its head. Based in Paris, Alexand...

Paul Reuge, European Equities Portfolio Manager Rothschild & Co Asset Management. The sector's correlation with interest rates was maintained in 2024, apart from during the summer break, when good publications from listed real estate ...

By Caroline Lamy, Head of Equity Management at 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 Allia...