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Strong macroeconomic fundamentals will continue to support high-risk assets in 2018

Month after month, the macroeconomic fundamentals are confirming their robustness; establishing favourable conditions for the continued appreciation of high-risk assets. However, investors must remain attentive to the valuation levels of certain…

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Growth and Confidence, but not Complacency

By Christophe Morel, Chief Economist at Groupama Asset Management.

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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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