Green bonds remain popular amongst investors: interest continues to rise on the back of sustainability regulations and climate ambitions NN IP expects the green, social and sustainability (GSS) bond market to grow to a total of EUR 1.1 trilli...

We expect Emmanuel Macron to win the French presidential election and markets are also priced for a Macron victory. But a surprise Le Pen victory could trigger a political shock in Europe. Here’s our take on Marine Le Pen’s prospects and the poten...

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...