By François Rimeu, Senior Strategist, La Française AM Confirmed rate cuts... But postponed. Early expectations of rate cuts by central banks were delayed due to exceptionally positive economic data in the US and less accommodative statemen...

Janus Henderson annonce aujourd'hui la nomination de Victoria Mio, qui rejoindra la société en tant que Portfolio Manager et Head of Greater China Equities. Victoria, qui prendra ses fonctions le 13 février 2024, sera basée à Singapour et reporter...

Yields on investment grade corporate debt look attractive after a difficult period for fixed income. This is useful at a time when it makes sense to act defensively. Bond investors can now find a decent income from the relative security of ster...

AXA IM Head of RI Research Virginie Derue signalizes the key developments for sustainability in 2024. She dives deeper into subjects like polarization around climate change, the rise of ecosystem vulnerability and biodiversity losses on investor...

By Ole Hansen, Head of Commodity Strategy at Saxo Crude oil prices continue to gyrate while staying mostly rangebound with the directional input being driven by the alternating focus between demand concerns weighing on prices and support f...

As inflation continues to slow and economic growth remains resilient we upgrade stocks to overweight as part of a tactical move. Asset allocation: window of optimism For once, it has been quite a positive start to the new year – at leas...