Investment Strategy
02/07/2025
SUMMARY

Asset allocation : Undaunted markets in a changing world
Benjamin Melman, Global CIO AM
 
Credit market : a new safe haven for investors! 
Alain Krief, Head of Fixed Income
 
European equities : a powerful new narrative
Caroline Gauthier, Co-Head of Equities 
 
International equities: The world's largest casino 
Jacques-Aurélien Marcireau, Co-Head of Equities

Management philosophy: Mission sovereignty : resilience in action
Aymeric Gastaldi, International Equities Manager & Anthony Penel, European Equities Manager

Download Houseview 06 2025 FR Download Houseview 06 2025 EN