Research contributing to all investment processes

The Macroeconomic Research team at Groupama Asset Management ensures monitoring of the global economic climate and designs the qualitative and quantitative macroeconomic scenario that will be integrated into the investment policy.
It anticipates the consequences of the scenario for each investment team: Money Market, Directional Fixed Income, Global Fixed Income, Fixed Income Credit, Fixed Income Inflation, Equity (Europe and global), Global Balanced Management, Multimanagement.

Groupama AM has benefited for a number of years from the recognised experience of Michel Aglietta, professor at the University of Paris-Ouest and economic advisor to Groupama AM, for its works of thought leadership.

Regular publications

The research teams regularly publish their work in order to share and communicate the concrete results of 6 years' worth of research. Some expertises offer analysis relating to fundamental issues that have an impact on financial markets. Other publications, sometimes in collaboration with the fund management departments, comment on the market outlook or share their opinions regarding certain sectors.

→ Consult the monthly markets analysis for United-States, China, and Euro Zone

→ Consult the monthly forecasts for the equities market and the fixed income market

Frequent and well-received presentations

Groupama Asset Management encourages the dissemination of ideas. With its research team, it both organises and participates in conferences. As a member of the Board of the “Centre d’Etudes Prospectives et d’Informations Internationales” – CEPII (French research centre in international economics) [www.cepii.fr], Groupama Asset Management organises, along with the latter as well as the International Center for Research and Studies in Management – CIREM, conferences on different themes linked to current market issues and developments.
The Macroeconomic Research team also participates in press conferences led by the Chief Investment Officer and on an ad hoc basis.