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Latest Asset Management news and insights
Market Commentary
Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.
Market Commentary
Asset Management: Monthly Macro Insights - September 2026
Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.
Market Commentary
Asset Management: Monthly Macro Insights - August 2026
Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.
Investment / strategy
CIO Outlook - July 2026
Against a backdrop of resilience of the global economy and the rise of artificial intelligence, Didier Bouvignies reflects on the key drivers behind the first-half market rally and shares his outlook for the second half.
Investment / strategy
Asset Management: Fixed Income Quarterly Strategy - July 2026
After a strong start to the year for the fixed income markets, the environment has gradually become more complex. Yet the credit market initially benefited from a favorable environment: resilient global growth, gradual disinflation, and central banks perceived as likely to ease monetary policy.
Investment / strategy
Asset Management: European Equities Quarterly Strategy - July 2026
The second quarter of 2026 marked an important turning point for European equities. Following the correction at the end of March, driven by concerns over a prolonged energy shock, markets gradually regained visibility as geopolitical tensions in the Middle East eased and energy prices declined.
Market Commentary
Asset Management: Monthly Macro Insights - July 2026
While geopolitical tensions and trade fragmentation continue to shape the global economic landscape, developments in energy markets have reduced some of the most immediate threats to growth and inflation.
Market Commentary
Asset Management: Monthly Macro Insights - June 2026
Despite the geopolitical shock involving Iran, investors’ optimism continues to rest on a central narrative: the transformative potential of artificial intelligence (AI) as a new engine of global growth. However, the rise in long-term yields paints a more cautious picture