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Latest Asset Management news and insights
Market Commentary
Resilient global growth masks an increasingly challenging environment shaped by persistent inflation, high interest rates, geopolitical tensions, fiscal pressures and strong AI investment.
Investment / strategy
Asset Management: Fixed Income Quarterly Strategy - October 2026
Following a first half marked by renewed geopolitical risk, fixed income markets faced persistent energy, inflation and fiscal pressures. While central banks maintained a hawkish stance, higher yields restored value across bond markets, while growing credit dispersion reinforced the importance of issuer selection.
Investment / strategy
Asset Management: European Equities Quarterly Strategy - October 2026
The third quarter of 2026 ultimately confirmed two trends that may appear contradictory. On the one hand, the European economy continued to prove more resilient than expected, with a gradual improvement in activity indicators, the initial materialisation of German fiscal support measures, and strengthening earnings momentum.
Market Commentary
Asset Management: Monthly Macro Insights - October 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 - 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
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
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.