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Orientarle debidamente

Para un mejor seguimiento de los mercados y la actualidad, Groupama Asset Management se esfuerza en poner a su disposición puntos de vista precisos sobre los mercados, análisis macroeconómicos, y comentarios sobre los diferentes indicadores clave.

Al compartir con usted sus visiones y convicciones, los equipos de gestión y análisis de Groupama AM, le aportan las claves para orientar correctamente sus elecciones y decisiones en materia de inversión.

Economic and financial outlooks : Markets over-complacent ?

For a change, the summer period was very calm on the markets, as is exemplified by the total subsidence of volatility on the main asset classes. Ultimately, the economic environment has changed very little over the course of the summer. The result of the Brexit referendum did not lead to a collapse of the UK's economic indicators, and there are no signs of dramatic change in the economic trends of Eurozone.


BREXIT The lessons of History

The British, under the eyes of the whole world, have made their choice: it is a massive victory for "Leave". While this vote certainly expresses a rejection of membership of the European Union, it is even more an expression of a rejection of a social model that populations no longer feel reflects their own aspirations. That is why a number of events over the next few months (such as the Spanish elections this weekend, the Italian referendum on reform of the Senate and the American elections) must be followed with particular vigilance. After years of financial and economic crisis, the political and social risks are beginning to materialize.