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Asset Allocation: Our preference for risk assets is maintained

The fundamental economic environment remains very favourable, so that, as predicted, central banks have been able to loosen their monetary policy. Our investment strategies remain essentially unchanged in this context, maintaining a selective…

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Groupama AM sees the European banking sector as stronger and better able to meet the coming new challenges

In a more favourable overall economic environment, European banking establishments have been pursuing healthier balance sheets and a significant improvement in profits since the beginning of this year.

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Groupama Asset Management benefits from its drive for international growth

Over a few days at the end of Q3, Philippe Setbon sat down to reflect on 2017 so far and revealed ambitious plans for the future development of Groupama Asset Management.

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USA : Upward trend

By Christophe Morel, Chief Economist

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ECB : The euro is our currency, and it’s our problem

By Christophe Morel, Chief Economist

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The MiFID 2 directive fundamentally overhauls the producer-distributor relationship

Jean-Marie Catala, Deputy CEO of Groupama Asset Management

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” Protected equity ” – an attractive strategy that requires individualized calibration

" Protected equity " is currently highly popular with investors: In a climate of low interest rates, it provides an attractive solution for taking a position on stock market assets while limiting risk.

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The new European Regulation on money-market funds (MMFs) highlights existing good practices

The key players had already implemented the main aspects of the new prudential rules. The role of ESMA in supervising this market has been reinforced.

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The high-yield fixed income market is at the crossroads

Although the high-yield compartment of corporate bonds enjoys the advantages of extremely robust macroeconomic and microeconomic fundamentals, various uncertainty factors should be taken into consideration: the "high prices" of a part of the…

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