Economic news

AXA IM: COP16 important outcomes but crucial issues remain unresolved
Benoît Galaup, ESG Analyst at AXA IM, provides his analysis of COP16, highlighting its successes and significant outcomes, and the area's where progress fell short. COP16 delivered important outcomes for indigenous people and local communities Such as a...
La Francaise: La Francaise Real Estate Managers secures refinancing for Crystal Park office complex in upmarket suburb of Paris
La Française Real Estate Managers (REM) has successfully completed the refinancing of Crystal Park, an office building of 43,300 m2 located at 61-63 rue de Villiers in Neuilly sur Seine (92), a leading location close to the Paris Central Business District (CBD)...
Gold and silver rally on rising US-Russia tensions
By Ole Hansen, Head of Commodity Strategy at Saxo - Precious metals enjoyed a strong run-up ahead of the US elections but turned sharply lower after a simultaneous surge in the USD and yields forced prices through key technical support levels. - A correction...
Neuberger Berman expands fixed income capabilities with appointment of Paul Grainger
Neuberger Berman, a private, independent, employee-owned investment manager, has hired Paul Grainger as Managing Director and Senior Portfolio Manager, Fixed Income. Neuberger Berman, with $509 billion total assets under management, has $232 billion1 in fixed...
La Française: November market convictions post US Elections
November market convictions post US Elections By François Rimeu, Senior Strategist, Crédit Mutuel Asset Management US presidential elections are now behind us. The verdict is out. Donald Trump has been elected the 47th President of the United States and...
La Française: COP16: Bold Promises or Real Progress for Global Biodiversity?
By Deepshika SINGH, Head of Stewardship, Crédit Mutuel Asset Management Deepshika SINGH 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 Alliance...
State Street SPDR ETFs: Trump Win Delivers Equity Sector Winners and Losers
Investors agonised over managing a complex or delayed US election result, but the Republican’s unexpectedly swift and clear election win has delivered immediate Trump Trade opportunities to some equity sectors - and potential headwinds to others. Energy is...
Janus Henderson expands active ETF offering in Europe with new fund launch
Janus Henderson Investors is today announcing the launch of the Janus Henderson Tabula Pan European High Conviction Equity UCITS ETF (JCEU GY), the latest addition to the firm’s active ETF franchise in Europe. The ETF will be managed by experienced portfolio...
A cut in December is probably the natural slope, but no done deal
As widely expected, the Fed cut its policy rate by 25 bps. While the economy remains strong – a point Powell made several times during the Q&A – the Fed Chair argued that the labour market has cooled enough to get the point it is “now less tight than just...
MFS: Trump presidency good for US stocks, dollar and gold
The prospect of lower taxes and less regulation during the upcoming presidency of Donald Trump will support US stocks, while stocks in Europe and emerging markets will struggle, says US asset manager MFS in a response to the outcome. MFS also predicts a moderate...
Four more years of Trump: what does it mean for the markets?
By Johan Van Geeteruyen, CIO Fundamental Equity at DPAM As a second Trump term approaches, financial markets, investors, and policymakers are closely analysing its impact on the economy, monetary policy, and specific sectors. The legacy of Trump's first term...
Stampa PR News 06 Nov 2024 Columbia Threadneedle: U.S. Election Market Comments
Please find below market commentary from Columbia Threadneedle Investments following the U.S. Presidential Election result today: MACRO: William Davies, Chief Investment Officer, commented: “President Trump’s victory has surprised some, but markets had priced...
US Election countdown: Is Harris set for a strong win?
Getting to the other side of the election will make us much wiser ​ whether the US bond market will remain a source of concern for all markets By John J. Hardy, Chief Macro Strategist at Saxo This week, we look at why Harris may perform far better in...
The State of play ahead of the US elections
The State of play ahead of the US elections We do not think the release of the employment report for October last Friday changes the overall picture of the US economy. Job creation stalled, but the strike at Boeing combined with the hurricane in the South-East...
La Française: Fed decision post-election
By François Rimeu, Senior Market Strategist, Crédit Mutuel Asset Management The US Federal Reserve (Fed) will hold its upcoming monetary policy meeting amidst an uncertain electoral climate. The 25-basis-point rate cut (bps) seems almost certain. Hereafter,...