- 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 ...

By Gerrit Dubois, Responsible Investment Specialist at DPAM In short, while there was limited progress on updated targets and no major commitments from the outgoing US administration, progress was made on the carbon market. Article 6 was final...

By Rosaine COUSIN, Head of International Equities, Crédit Mutuel Asset Management - Trump favors national interests, with controversial positions on NATO and international help. - The US economy remains strong, supported by tax cuts and expect...

A proper EU growth strategy might deal better with a protectionist US administration than engaging in retaliatory action. “Green growth” would be a natural place to start, says Giles Moëc, AXA Group Chief Economist and Head of AXA IM Research,...

At the end of October, it was announced that Datacenter United (DCU) would take over the four data centers from Proximus . DCU's shareholders, infrastructure investor TINC and Friso Haringsma (DCU's CEO), attracted a financially strong partne...