Rail transport now accounts for 10% of passenger traffic and 7% of freight traffic worldwide, according to the International Energy Agency. The rail market in its broadest sense (infrastructure, rolling stock, signalling) benefits from struc...

- US soft landing scenario (our base case for most of 2024) should give way to reflation as we move deeper into 2025. - Other major economies, and in particular Europe and China, will have to navigate a shift in US trade and industrial policy. ...

By Marie LASSEGNORE, Head of ESG and Credit Research, 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 Crédit Mutuel ...

By Gerrit Dubois, Responsible Investment Specialist at DPAM In short, while there was limited progress on updated targets and no major commitments from the outgoing US administration, progress was made on the carbon market. Article 6 was final...

By Rosaine COUSIN, Head of International Equities, Crédit Mutuel Asset Management - Trump favors national interests, with controversial positions on NATO and international help. - The US economy remains strong, supported by tax cuts and expect...

A proper EU growth strategy might deal better with a protectionist US administration than engaging in retaliatory action. “Green growth” would be a natural place to start, says Giles Moëc, AXA Group Chief Economist and Head of AXA IM Research,...