François Rimeu, Senior Strategist, Credit Mutuel Asset Management The United States challenged in the AI Industry January ended with bond markets showing no clear direction, credit markets displayed strong performance and equity markets, e...

After a complicated 2024, the slightest positive signal could give a boost to European equity markets in 2025. Anthony Bailly, European Equities Portfolio Manager Rothschild & Co Asset Management. What to Remember from 2024 ? In...

Trade war César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. Last week was book-ended by disruption in AI and the spectre of a tariff war. Early in the week, US indexes were briefly hit by the emergence of a new AI m...

By Paddy Flood (Portfolio Manager and Global Sector Specialist, Technology), Simon Webber (Head of Global Equities) and Johanna Kyrklund (Group Chief Investment Officer) at Schroders Johanna Kyrklund While the impact of DeepSeek’s innovati...

The Federal Reserve kept rates on yesterday and Fed Chair Powell repeated several times that the central bank was “in no hurry” to adjust its policy stance, seemingly also ruling out a cut at its next meeting in March. The meeting was further conf...

By Elodie CHRZANOWSKI, Deputy Head of Credit Analysis, 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 Mutu...