Articles


By Lauriane KRASKOWSKI, Credit and ESG Analyst, Crédit Mutuel Asset Management
Crédit Mutuel Asset Management is an asset management company of Groupe La Française, the holding company of the asset management branch of Crédit Mutuel Alliance Fé...
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By Gilles Moëc, AXA Group Chief Economist and Head of AXA IM Research
In the short-run, the magnitude of the market reaction to the US strike on Iran’s nuclear facilities – which may not be over since the result on the ground still needs to...
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Pictet Asset Management’s Premium Brands Investment Strategy has been allowing investors to own stakes in companies across diverse high-consumer segments for two decades. These companies are renowned for their resilience, operational excelle...
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A new report from New Financial, a European think tank, developed in partnership with Fidelity International, unveils a bold vision to transform the EU’s financial landscape and unlock up to €4.8 trillion in long-term capital over the next 10 year...
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Laurent Denize, Global Co-CIO ODDO BHF.
" Financial markets have shown remarkable resilience post Liberation Day, but the current level of the “Big Beautiful Markets” increasingly reflects optimism rather than realism."
Despite geopoli...
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Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE.
Against the backdrop of Trump's economic policy, it will become increasingly difficult for the US to finance its government spending. International investors are noticeably more...
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