Laurent Denize, Global Co-CIO, ODDO BHF AM. "For those watching the global AI race, DeepSeek’s development is a reminder that innovation doesn’t solely come from established giants. It can emerge from anywhere. No one can assume a permane...

Pourparlers de paix César Pérez Ruiz, CIO et responsable des investissements, Pictet Wealth Management. Le S&P 500 a gagné 1,5% la semaine dernière, reprenant vie après avoir digéré les chiffres de l’inflation et d’autres indicateu...

Peace talks César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The S&P 500 rose 1.5% last week, coming back to life once inflation and other data had been absorbed. Despite the drumbeat of Trump tariff threats, e...

In this week's Macrocast, Gilles Moëc, AXA Group Chief Economist and Head of AXA IM Research, analyses the world's economic order and the EU's role in it. In this week's Macrocast, Gilles Moëc, AXA Group Chief Economist and Head of AXA ...

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 Credit Mutuel Alliance Féd...

By Jérémie Boudinet, Head of Financials & Subordinated debt, Crédit Mutuel Asset Management - The ‘rescue’ M&A era is long gone. - Is consolidation M&A entering its final phase? - The return of the M&A driven by hubris? Merge...