SELL-OFF / TRADE WAR
Paul O’Connor, responsable de l’équipe multi-actifs -Janus Henderson ‘The price action in financial markets in recent days confirms just how sensitive investor risk appetite is […]
The US economy looks likes 2007
Par Bastien Drut, Senior strategist at CPR AM In November and December 2018, equity markets had fallen because of the accumulation of concerns about the […]
Announces of the Fed – 21 mars 2019
Rick Rieder, Chief Investment Officer of Fundamental Fixed Income chez BlackRock, et Co-Manager of Fixed Income Global Opportunities (FIGO)
Economic environment – A fanfare at the start of the year… But for how long?
Laetitia Baldeschi – Head of Research and Strategy at CPR AM Can macroeconomic fundamentals explain the soaring markets since the start of the year? If […]
Autotech – The Mother of All Tech Battles
The report published today by technology advisory and investment firm GP Bullhound, Autotech: The Mother of All Tech Battles, reveals M&A activity in autotech across Europe, Asia and […]
Will the ECB be able to raise its key rates?
Markets no longer believe in the ability of the ECB to raise its key rates in 2019 and the theme of the Japanization of Europe […]