Since its creation, Groupama AM has accorded increasing importance to the study of macroeconomic and microeconomic factors in order to gain a long-term perspective. To respond to new developments and to favour analysis of cross-disciplinary questions, our research teams seek to permanently integrate the economic and financial analyses.
To provide each of its clients with the best overview of the economic and financial prospects, Groupama AM has established a cross-disciplinary structure dedicated to providing a global understanding of the markets.
This approach is completed by the analysis of environmental, social and governance (ESG) criteria by extra-financial analysts.
The role of macroeconomic analysis is to shed light on the current environment and propose a vision for the future. Our economists track and analyse market indicators and compare them to the needs of the general consensus, while assessing their impact on the central scenario.
Today, overall understanding of the quality of a country’s fundamentals is essential. Consequently, Groupama AM’s experts have developed a methodology aimed at enhancing the overall understanding of the quality of a country’s structural economic, financial and political characteristics, while highlighting the dynamic relationships between these characteristics and more short-term data. This approach is built around five pillars:
The central mission of the financial analysts of Groupama Asset Management is to study the major economic sectors and the companies that they comprise. For this purpose, they draw up a financial diagnosis and evaluate the growth prospects of each company. These studies are based not only on attentive examination of the financial reports but also on meetings with the managers of the companies concerned. On the basis of this proven in-depth methodology, the experts of Groupama Asset Management are able to formulate their recommendations.