Laurent DENIZE, Global CIO, ODDO BHF AM After a nerve-racking four months for investors, the market has entered a phase of horizontal consolidation marked by continued high volatility. The European equity market is trading at 12.7x 12- month ea...

La Française is developing a multi-expertise model based on a firm conviction: "A profitable investment solution includes a sustainable dimension". Today, the management company La Française AM has strengthened its commitment to ESG (Environmental...

Anthony Bailly en Vincent Imeneura, European Equities Fund Managers Rothschild & Co Asset Management. How has Value performed recently? Value’s outperformance began in November 2020 with the announcement of the first vaccines which mar...

By Ole Hansen, Head of Commodity Strategy at Saxo Bank Ole Hansen European gas prices jump by more than 50% Global growth worries helped push the Bloomberg Commodity index to its biggest weekly loss in three months, with all se...

Wednesday saw a step-up in central bank intervention to stabilise markets. Early in the day, the ECB convened for an emergency meeting in an effort to slow the rout in peripheral bond markets. The Fed followed with an already-scheduled meeting. Bo...

Demand for some of the real assets neglected over the course of the pandemic could be set to surge as the world shifts to a new, sustainable paradigm, but there will be more pain elsewhere. It is more than 18 months since Goldman Sachs raised t...