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...

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...

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...