Articles
17 Feb 2025
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...
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14 Feb 2025
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...
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13 Feb 2025
By Prof. Rd. Jan Viebig, Chief Investment Officer, ODDO BHF SE
Those who expected that Donald Trump’s first policy move would be to cut taxes were wrong. On 1 February, the White House opened fire with trade policy, introducing a first ra...
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13 Feb 2025
Opening Salvo on Tariffs
César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management.
A mixed US January job report was not seen as changing the Fed’s wait-and-see stance and did little to sway the S&P 500, which declined -0...
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12 Feb 2025
In this week's Macrocast, Gilles Moëc, AXA Group Chief Economist and Head of AXA IM Research, analyses the US and European labour markets.
"The strength of the US labour market was confirmed last week: job creation is strong, wage growth is...
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12 Feb 2025
La Française, the multi-specialist, asset management group of Crédit Mutuel Alliance Fédérale, is pleased to announce the creation of a client portfolio management team and the appointment of Alexandre MENENDEZ as its head. Based in Paris, Alexand...
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