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Crédit Mutuel Asset Management: Is the dollar still king?
By François Rimeu, Senior Strategist, 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.
Before...
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State Street: Equity allocation peaks while bond allocation at lowest point since 2008
The Institutional Investor Risk Appetite Indicator declined to a neutral 0 in January 2026 from a +0.36 reading in the previous month (see Figure 1). January was notable for a strong pick-up in institutional risk exposure towards mid-month, but the combination...
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Crédit Mutuel Asset Management: A flying start to the New Year
By François Rimeu, Senior Strategist, Crédit Mutuel Asset Management
Metals price volatility and political uncertainty in the United States
The start of 2026 was intense for financial markets, with Donald Trump once again at the center of all the controversies....
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Japan’s Game with Fire
By Jörg Held, Head of Portfolio Management at ETHENEA Independent Investors S.A.
Something is brewing in Japan. As the country elects a new parliament on February 8, 2026, the financial world is watching Tokyo with a mix of admiration and naked fear. It is...
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UCITS ETF flows reach new record high
- European ETF market records all-time high inflows
- Markets start the year in risk-on mode
- Rotation out of the US into other regions continues
Strong demand from European ETF investors continued at the start of the year, driving the ETF market to an...
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Oleksandr Pidlubnyy (AllianzGI): “Defensive investing in the pet industry, with strong prospects”
John Doe
The Pet & Animal Wellbeing Fund of Allianz Global Investors focuses on capturing long-term growth driven by the changing way people relate to animals. Pets are increasingly regarded as full-fledged family members, leading to structurally higher...
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Crédit Mutuel Asset Management: February – Equity Market Convictions
By Caroline Lamy, Head of Equity Management, 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 Crédit Mutuel Alliance Fédérale.
Over...
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eToro partners with Amundi to launch a strategic equity portfolio with exposure to next-gen megatrends
Trading and investing platform eToro has partnered with Amundi , Europe’s leading asset manager, to unveil an investment portfolio that positions to capture opportunities in transformative megatrends set to shape the world over the long term, while maintaining...
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La Française Real Estate Managers (REM) acquires the Lautréamont Clinic in Loos, France
La Française Real Estate Managers (REM), a subsidiary of the La Française group, the multi-specialist asset management division of Crédit Mutuel Alliance Fédérale, has acquired the Lautréamont Clinic in an off-market transaction. The property is located at 1 rue...
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The Strong Euro Forces the ECB to Wait
The euro is trading at nearly 1.20 against the US dollar—a level not seen since June 2021. According to Jörg Held, Head of Portfolio Management at ETHENEA Independent Investors S.A., this presents the European Central Bank (ECB) with a mixed picture: while a strong...
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Schroders Capital & UPP form strategic partnership in European logistics and industrial real estate
Schroders Capital and University Pension Plan Ontario (UPP) have formed a strategic partnership to invest in high-quality logistics and industrial real estate across Northwestern Europe. The partnership was established through UPP’s investment in the Real Estate...
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Lazard Asset Management expands credit platform with new Head of Leveraged Loans and High Yield
Industry veteran Gordon McKemie joins to build leveraged loans capability and broaden income and credit solutions for clients
New York, NY, February 2, 2026 – Lazard Asset Management today announced that Gordon McKemie has joined the firm as Managing Director...
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Crédit Mutuel Asset Management: ECB: stability amid balanced inflation risks, but without a lasting commitment
By François Rimeu, Senior Strategist, Crédit Mutuel Asset Management
At its first meeting of the year, the European Central Bank (ECB) is expected to keep its key interest rates unchanged, continuing the stance it has maintained since last July. Its communication...
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Robeco expands Fixed Income ETF range
- New active ETFs target dynamic high yield and smarter credit exposure
- Quantitative fixed income capabilities now available in ETF format Robeco today announced the expansion of its fixed income ETF offering with the launch of two new actively managed quantitative...
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Invesco launches Nasdaq-100 ETF with innovative option strategy aimed at delivering monthly income with long-term growth
Invesco has launched an actively managed ETF that enables investors to participate in the performance of the Nasdaq-100 index and aims to deliver a consistent level of monthly income. The fund’s innovative approach also aims to provide investors with some downside...
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