Macro Flash on UK Election
By Nordea AM We will always have scone and jam The Daily Telegraph trumpets a landslide Conservative victory after the best results since 1987. With […]
UK ELECTION
By Paul O’ Connor – Janus Henderson For more than three decades, UK general elections have had only a modest impact on UK financial markets, […]
Christine Lagarde already wants to change everything at the ECB
Bastien Drut – Senior Strategist at CPR AM For the first press conference of Christine Lagarde as ECB president, no change has been announced in […]
European Compliance and Legal conference
3rd annual 2-4 october 2019 – The westin paris -vendôme By AFME (Association for Financial Markets in Europe)- Finance for Europe The programme is designed […]
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 […]
Apple
Graph: AAPL graphique par TradingView
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 […]
Appetite for innovation? – How technology is disrupting the food sector for the better
By Holger Frey, Senior Portfolio Manager for the RobecoSAM Sustainable Food Equities Strategy. STOCK-FUTURE agriculture et innovation – Robeco Keeping up with […]
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 […]