News

The stocks most sensitive to the AI boom theme are experiencing a correction and high volatility, with significant disparities over the past three months. This nervousness is somewhat reminiscent of the year 2000, which reinforces the attractiveness of ultra-diversified strategies that performed well at the time.

The choice of Kevin Warsh to succeed Jerome Powell as head of the Fed raises many questions, but in the short term, the main and thorny issue facing the Fed and investors remains unchanged: that of the US labour market. Will it remain surprisingly weak or, on the contrary, follow the ongoing acceleration in GDP growth with a slight delay?

Japanese long-term interest rates have once again risen sharply, adding to the confusion of investors already stressed by the Greenland crisis. The Japanese bond market seems to be struggling to return to normal after so many years of systematic intervention by the Bank of Japan.

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.