According to Cyrille Geneslay, fund manager at CPR Asset Management, Donald Trump's stock is disrupting investors and this is capturing the rebound potential of the stock market. It says it has reduced its exposure to Japanese equities and European equities in the CPR Growth Reactive Fund ...
Heavy scrutiny by supervisors has put the balance sheet clean-up plans of Italian banks under the spotlight; reducing NPEs has emerged as a key element of the banks' business plans. Intesa and UniCredit look well placed to achieve their targets by 2021.
The order book reached an amount of more than €2.2bn, and was more than 4.4 times oversubscribed. The success of this transaction shows investors' strong confidence in Euronext's ambitions, strategy and solid credit profile.
According to Valérie Quesada and Christophe Dehondt, Rate & Inflation Manager at CPR Asset Management, 2018 is the year of the return of inflation. It returns from the United States and will be transmitted to the Euro Zone. We should see 10-year inflation expectations at 2.4% in the United States and 1.5% in Europe ...
Trump's bark is worse than his bite and despite the recent headlines, the likelihood of a full-blown trade war with China is slim, says Ross Teverson, manager of the Jupiter Global Emerging Markets Fund. Despite the protectionist rhetoric, a sensible agreement on trade between the two nations will eventually prevail, he adds.