Since the end of Q321 Emerging Markets have experienced considerable market volatilityincluding a significant style rotation away from growth to value (Figure 1). Given our focus on quality growth, this extreme value rotation has been a h...

By Jérémie Boudinet, Credit Fund Manager, La Française AM First and foremost, I consider the move by Crédit Agricole SA as defensive; a tactic to protect its existing business partnerships with Banco BPM. Even though the French bank made the sa...

Our Head of Asia Macroeconomic Research, Dong Chen, and Global Strategist, Alexandre Tavazzi, discussed the consequences of the latest developments in Ukraine for China and the region as well as possible implications for investors. Dong Chen, H...

By Gilles Seurat, Fixed Income and Cross Asset Fund Manager, La Française AM The European Central Bank (ECB) Governing Council meets this week. There will be no update to their macroeconomic forecasts but stay tuned: soaring inflation has chang...

Despite rising materials costs, supply bottlenecks, and cloudy global macro conditions, China’s electric vehicle sector still looks charged for growth. Lithium prices, a key component of electric car batteries, have soared nearly 500 per cent in ...

Lauréline Renaud-Chatelain, Fixed income strategist - Pictet Wealth Management A bumby ride ahead While it rallied in the aftermath of Russia’s invasion of Ukraine, hawkish communications from the US Federal Reserve (Fed) mean that the 10-y...