The task facing central banks over the coming months will not be an easy one. On the one hand, inflation risks are rising; on the other, growth forecasts continue to be revised downward. By François Rimeu, Senior Strategist, Crédit Mutuel Ass...

By Charlotte Peuron, Portfolio Manager Thematic Equities, Crédit Mutuel Asset Management Gold, often viewed as a “currency,” has benefitted since the COVID crisis from large budget deficits across developed economies. Highly accommodative fisca...

The Fed is facing its most significant change in leadership in decades. With Warsh comes not just a different person, but a different understanding of what a central bank should do. Kevin Warsh – a former member of the Fed’s Board of Governors and...

Robeco today announced the launch of Robeco QI Global Enhanced Index Equities, a new quantitative equity strategy designed to meet the evolving needs of institutional investors seeking a global, enhanced indexing solution. The Robeco Quantitative ...

The planned SpaceX IPO is more than just a mega-IPO. It could become a stress test for passive investors, and with OpenAI and Anthropic, the next mega-IPO candidates are already in the starting blocks. Our Head of Portfolio Management, Jörg Held, ...

By François Rimeu, Senior Strategist, 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 Alliance Féd...