News

After Jerome Powell's contradictory messages at his last press conference, investors are wondering. However, we believe that the Fed still has real room for manoeuvre, thanks to a rather encouraging disinflationary environment.

The end of the ‘superbonus’ for renovation work, the trade war and the lack of a promising economic policy are raising fears of disappointment for an Italian economy struggling with productivity. However, European aid and the momentum gained after the euro crisis of the 2010s should enable Italy to hold its own.

The maturity of the stock market cycle is leading fund managers to re-examine promising themes. After the marked outperformance of cyclical stocks since 2023, should certain traditionally defensive sectors, such as healthcare, take on a more important role in allocations?

Natixis Wealth Management, a leading wealth management provider, announces the completion of its acquisition of Dorval Asset Management, an asset management company specialising in flexible strategies, European equities and diversified international management.