By Charlotte Peuron, Fund manager specialized in precious metals at 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 o...

“With regard to financial stability, Lagarde underlined the fundamental importance of the independence of the European Central Bank. Even without committing to an interest rate path, we believe that two things are essential. Economic risks to the ...

“Interestingly, there was a new paragraph in the initial statement detailing factors that may weigh on the growth outlook, namely trade tensions. This added a dovish flavour to the tone of the statement, which was reinforced in the press conferenc...

Commenting on today’s European Central Bank decision, Max Stainton, Senior Global Macro Strategist at Fidelity International, said: "As expected, the European Central Bank (ECB) cut its deposit rate by 25 basis points (bps) to 2.25%. What was...

Christoph Ohme, Fund Manager of ODDO BHF German Equities ODDO BHF AM. The new government plans to invest billions in infrastructure and defense. Will this benefit German equities? After the coronavirus crisis, Germany was the laggard i...

By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE. The magnitude of the tariff increases announced by President Trump on 2 April 2025 came as a nasty surprise. Market participants expected tariffs on goods imported to the US ...