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Balancing between the economic fundamentals, which continue to look good, and a resurgence in risks

The fundamental environment, at both macroeconomic and microeconomic levels, has confirmed its robustness during this first half-year. However, an increase in political and geopolitical risks has also been observable for several months. Although…

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Return of political risk on Italy

Three months after the parliamentary elections and the attempt to form an atypical government between the Five Star Movement (M5S) and the League (formerly known as the Northern League), Italy will probably go to the polls again by the autumn…

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Groupama Asset Management Sgr vince il premio Migliore Fondo dell’anno

Il Supply Chain Fund è stato selezionato come Miglior Fondo dell'anno nella categoria Innovazione, durante la seconda edizione de Le Fonti Awards - CEO Summit & Awards.

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MIFID II – research funding “Distinguishing between “standard” research and “specific” research”

Jean-Marie Catala explains the challenges and consequences of the reform of research funding under MIFID II -which took effect on 3 January - and the choices made by Groupama Asset Management in this field.

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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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