Investment Strategy
House View : Outlook & Convictions for the second half of 2025
02/07/2025
Asset allocation : Undaunted markets in a changing world
Benjamin Melman, Global CIO AM
The 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