Economic news
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LA FRANÇAISE APPOINTS ALEXANDRE MENENDEZ AS HEAD OF CLIENT PORTFOLIO MANAGEMENT
La Française, the multi-specialist, asset management group of Crédit Mutuel Alliance Fédérale, is pleased to announce the creation of a client portfolio management team and the appointment of Alexandre MENENDEZ as its head. Based in Paris, Alexandre reports directly...
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Listed Real Estate: 2024 review and 2025 outlook
Paul Reuge, European Equities Portfolio Manager Rothschild & Co Asset Management.
The sector's correlation with interest rates was maintained in 2024, apart from during the summer break, when good publications from listed real estate companies helped...
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Equity Market Convictions, Crédit Mutuel Asset Management
By Caroline Lamy, Head of Equity Management at 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 Credit Mutuel Alliance Fédérale.The...
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Titan America Announces Pricing of Initial Public Offering
Titan Cement International SA ( Euronext Brussels, Euronext Paris, ATHEX), today announced that its Belgian subsidiary, Titan America SA (“Titan America”), parent of its U.S. operations, has priced its initial public offering (“IPO”) of 24,000,000 common shares...
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Credit Mutuel Asset Management: When political decisions influence the global economy
François Rimeu, Senior Strategist, Credit Mutuel Asset Management
The United States challenged in the AI Industry
January ended with bond markets showing no clear direction, credit markets displayed strong performance and equity markets, especially in Europe,...
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DeepSeek disruption highlights need for resilient portfolios
By Paddy Flood (Portfolio Manager and Global Sector Specialist, Technology), Simon Webber (Head of Global Equities) and Johanna Kyrklund (Group Chief Investment Officer) at Schroders
Johanna Kyrklund
While the impact of DeepSeek’s innovative approach to...
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Commodities : Strong January led by precious metals
By Ole S. Hansen, Head of Commodity Strategy at Saxo
Ole Hansen
Commodity markets saw strong and broad gains in January, led by precious metals, where silver and gold both extended their strong rally from last year, while the agricultural sector showed broad...
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BlackRock: Fed in no hurry to adjust policy, seems to rule out March rate cut
The Federal Reserve kept rates on yesterday and Fed Chair Powell repeated several times that the central bank was “in no hurry” to adjust its policy stance, seemingly also ruling out a cut at its next meeting in March. The meeting was further confirmation of the...
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La Française: Will European automotive suppliers find their way?
By Elodie CHRZANOWSKI, Deputy Head of Credit Analysis, 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 Credit Mutuel Alliance Fédérale....
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Gold and silver see fresh gains as Trump 2.0 era begins
By Ole Hansen, Head of Commodity Strategy at Saxo
- Gold and silver have both benefited from the increased uncertainty caused by a wave of Trump announcements
- A softer dollar, combined with the potential inflationary impact of a global trade war, is seen...
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Could Trump's oil policy set in motion a re-rating of European equities? - Bruno Lamoral
The final quarter of last year once again demonstrated the immense impact of US politics on global financial markets. In just three months, European equity investors could have achieved an additional return of almost 15% by investing across the Atlantic, with half...
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BlackRock comment on DeepSeek developments, implications for US tech companies
What happened? U.S. tech sold off on Monday as investors focused on the implications of Chinese AI startup DeepSeek’s latest model that rivals OpenAI’s ChatGPT 4's performance, said to have been achieved at a fraction of the cost. In particular, the selloff reflects...
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State Street SPDR ETFs: Convertible bonds and high yield continue to shine in early 2025
Market outlook: convertible bonds and high yield continue to shine in early 2025
If the economic backdrop seen in Q4 persists into Q1 2025, then it is logical for investors to continue to focus on the risk-on bond exposures that performed well in 2024. Convertible...
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Crédit Mutuel Asset Management: The ECB, a step closer towards market neutrality
By François Rimeu, Senior Market Strategist, Crédit Mutuel Asset Management
Unless there is a surprise, the European Central Bank (ECB) is expected to cut the key interest rates by 25 basis points (bps) during its meeting on Thursday, January 30th, following...
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AXA IM: A plan for Germany against Chinese competition
In the light of the upcoming German elections, AXA Investment Managers discusses a timely report providing a roadmap for Germany in its response to Chinese competition. The report, written by Brad Setser and Sander Tortoir for the Centre for European Reform,states...
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