Columbia Threadneedle: IMF presses Reeves - fiscal room too tight, flexibility needed
"The UK’s public finances are once again in focus with the departmental spending review taking place this week. Recent weeks have seen the government change course on welfare policies, the costs of which will erode the fiscal headroom which has been the subject...
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Invesco releases 2025 Midyear Investment Outlook 'The Global Reset'
Invesco released its 2025 Mid-Year Investment Outlook with insights on the near-term expectation for global markets through the remainder of the year.
The first half of 2025 brought unprecedented challenges, led by a broad reordering of trade relations and...
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Tariff conflict: How robust are companies, and what can they do to respond to uncertainty
Tilo Wannow ODDO BHF Asset Management.
Donald Trump's aggressive tariff policy is keeping the world on edge. The US has become less reliable as a trading partner and less attractive than in the past as a destination for European companies exporting their products....
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Trump-Musk break-up
César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management.
President Trump’s “bromance” with Elon Musk, the world’s richest man, broke up last week as Musk attacked Trump’s Big Beautiful Bill as an abomination. The Congressional Budget Office (CBO)...
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US Bond Markets: are we headed for a new financial crisis?
By François Rimeu, Senior Strategist, Credit Mutuel Asset Management
Crédit Mutuel Asset Management is an asset management company of Groupe La Française, the holding company of the asset management branch of Crédit Mutuel Alliance Fédérale.
For years,if...
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"Demand for yield remains strong”
Vincent Marioni joined Allianz Global Investors in 2014, after managing several funds specialising in European credit, notably at Natixis IM. Since 2017, he has also held the position of CIO for European Credit. We recently had the opportunity to meet him at...
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Crédit Mutuel Asset Management: ECB: Meeting of the Governing Council on June 5: Another Rate Cut Expected Before a Pause
By François Rimeu, Senior Market Strategist, Crédit Mutuel Asset Management
The European Central Bank (ECB) is expected to cut its key interest rates once again at its June 5 meeting, marking the eighth cut within a year. This monetary policy stance takesplace...
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How to foster responsible artificial intelligence
By Vincent GOUSSARD, Credit and ESG research Analyst, Credit 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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May – Asset Allocation Convictions, Crédit Mutuel Asset Management
By François Rimeu, Senior Strategist, Credit 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 Alliance Fédérale.
Today’s...
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AXA IM: Sustainability in the age of Trump: Why investors should focus on reality, not rhetoric
Chris Iggo, Chief Investment Officer for Core Investments and Chair of the AXA IM Investment Institute, expects that despite the U.S. government adopting a more negative stance toward sustainability, the global green market will remain strong and continue tobe...
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Credit Mutuel Asset Management: How to foster responsible artificial intelligence
By Vincent GOUSSARD, Credit and ESG research Analyst, Credit 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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Janus Henderson unveils new active fixed income ETF in Europe
Janus Henderson Investors is today announcing the launch of the Janus Henderson Tabula Euro Short Duration Income UCITS ETF (JHES).
The Fund aims to provide enhanced yield and capital preservation across various market cycles by investing in an actively managed...
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ECB at a crossroads: A June cut is certain; after that, it will be difficult
Are we seeing the last interest rate cut? After seven consecutive cuts, the ECB is about to decide on its next move, says Luca Pesarini, Chief Investment Officer (CIO) of ETHENEA Independent Investors S.A.:
There is almost a 100% probability that the market...
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Cost of Trademark Registration in the EU: An Overview by ProfitMark
Trademark registration is an essential step for businesses seeking to protect their intellectual property in the European Union (EU). By registering a trademark with the European Union Intellectual Property Office (EUIPO), businesses can safeguard their brand across...
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AXA IM: 50% tariff could push Euro area into recession
After Trump decided to postpone the 50% import tariff on European products from June 1 to July 9, a potential recession appears to have been temporarily averted. Gilles Moëc discusses the potential consequences for the global and European economies if Trump goes...
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