François Rimeu, Senior Strategist, Credit Mutuel Asset Management Political and Economic Instability: Europe's Growing Challenges The two main economies of the Eurozone are sinking deeper into crisis with each passing day. The political si...

DATA CENTERS: ARTIFICIAL INTELLIGENCE IMPLICATIONS The global AI data center (DC) market could reach 50-60 GW within 5 years, and traditional DCs could experience incremental growth of 15-20 GW over the same period. At an all-in cost of $...

Odds of a successful motion of no confidence against the French government are mounting. ​ Given the difficulty to build a proper majority around the budget, the government is very likely to invoke article 49.3 of the Constitution so that the bu...

Rail transport now accounts for 10% of passenger traffic and 7% of freight traffic worldwide, according to the International Energy Agency. The rail market in its broadest sense (infrastructure, rolling stock, signalling) benefits from struc...

- US soft landing scenario (our base case for most of 2024) should give way to reflation as we move deeper into 2025. - Other major economies, and in particular Europe and China, will have to navigate a shift in US trade and industrial policy. ...

By Marie LASSEGNORE, Head of ESG and Credit Research, 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 Crédit Mutuel ...