Articles


US STOCK MARKET - OVERVALUED OR FAIRLY VALUED?
"Political stock markets have short legs" is a stock market adage that says political events such as elections or wars have no lasting impact on stock prices. Nevertheless, investors tend to be...
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With the development of renewable energies and electrification in general, electricity grids are a key issue for future economic growth, energy security and the fight against global warming. As the demand for electricity grows faster than th...
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By Charlotte Peuron, Fund Manager specialized in the precious metals industry, Crédit Mutuel Asset Management
Since 2022, the price of Gold has been supported by strong demand, coming from the jewellery industry (around 40% of demand), and abov...
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Short comment by Ulrike Kastens, economist at DWS , on today's ECB decision.
The ECB today cut its deposit rate by 25 basis points to 3.25 per cent. According to the ECB, the disinflation process is well on track. At the same time, ECB Preside...
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We believe sustainably-minded investors should absolutely integrate avoided emissions in their analysis when this is relevant, AXA IM Head of Climate Research, Olivier Eugène writes.
“Avoided emissions are emissions which have not been gene...
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From Dr. Pablo Duarte, Senior Research Analyst at the Flossbach von Storch Research Institute
“As expected, the European Central Bank (ECB) has lowered interest rates by 25 basis points. Despite ECB President Christine Lagarde's uncertainty ...
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