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Third-party asset management – 2018: Groupama AM reports net inflow of 1.420 billion euros

Despite an adverse market context, Groupama Asset Management has maintained steady gains in 2018: the net inflow of subscriptions from its third-party distribution business has attained 1.420 billion euros. Development of the company's range of…

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Groupama Asset Management announces the recruitment of Rebecca Fischer-Bensoussan as Head of Business Development

Rebecca Fischer-Bensoussan is joining Groupama Asset Management as Head of Business Development and member of the company's Executive Committee. In this capacity, she will be assuming responsibility for the Sales, Client Services and Marketing…

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2019 Scenario : The deterioration of the risk/reward ratio for assets justifies a highly selective investment approach

With no cyclic excessive production, stocking and investment observed in corporate activity so far, the economic growth cycle is expected continue in 2019. However, the end of the accommodating monetary policies of central banks and the…

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Flash – Equity markets

Early October, we witnessed a global drawdown in equity markets. The Eurostoxx 50 lost about 5,50% since the end of September (as of 15/10/2018), while the Stoxx Europe 600 lost about 6,15% over the same period. In the US, on October 11th , the…

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Third-party distribution: Groupama Asset Management reports net inflow of 2.5 billion since the beginning of the year

Growth of the assets under management of Groupama Asset Management is in line with the targets of the "GAM 2.022" strategic development plan officially announced at the start of the year. During the first six months of the year, the efforts…

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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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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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