Is European credit in danger?
Despite stretched valuations, European bond credit continues to benefit from solid fundamentals. In an environment marked by...
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14 April 2025
Investing in European markets: a daring gamble in January 2025, a real alternative in March
By Philippe Tranchet, head of bond management at Mandarine Gestion. On January 10, we reported that many of the...
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6 March 2025
2025, a space year
By Christophe Pouchoy, Manager of Echiquier Space, La Financière de l'Échiquier The space sector is booming. Estimated at...
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11 February 2025
EU omnibus legislation: simplification at the expense of ESG reporting quality?
In order to strengthen the ESG (Environmental, Social and Governance) practices of companies and improve the reliability and comparability...
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January 30, 2025
Yingwei Lin, ESG analyst at Crédit Mutuel Asset Management.
Trump's climate policy and its impact on investments
by Sophie Chardon, Head of Sustainable Investment at Lombard Odier - Private Banking, with contributions from Dominic Tighe, Senior Analyst...
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23 January 2025
The primary downside risk factor in our economic scenario remains financial instability.
Expert opinion from Christophe Morel, Chief Economist at Groupama Asset Management. Our analysis of the impact of uncertainties on economic activity...
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8 January 2025
Christophe Morel (Groupama Asset Management)
Investing in the space revolution
By Christophe Pouchoy, Manager of Echiquier Space, La Financière de l'Échiquier NASA's Artemis mission has one objective: to...
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December 16, 2024
Multi-asset funds at their peak: a post-2022 renaissance
Over the years, multi-asset management has established itself as a "core" solution in the world of savings...
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December 16, 2024
The judicialization of CSR: what consequences for companies and investors?
In recent years, the media coverage of legal proceedings against major companies in the name of the duty of care has been the...
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7 November 2024
AI applied to the speeches of central bankers - The example of the Fed showing a strong dispersion of views
Expert opinion from Christophe Morel, Chief Economist, and Audrey Cohen, Financial Engineer, Groupama Asset Management Over the past twenty years or so,...
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October 14, 2024
Audrey Cohen and Christophe Morel (Groupama AM)