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...

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...

Paul Reuge, European Equities Portfolio Manager Rothschild & Co Asset Management. The sector's correlation with interest rates was maintained in 2024, apart from during the summer break, when good publications from listed real estate ...

By Caroline Lamy, Head of Equity Management 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 of Credit Mutuel Allia...

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...