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COP16 : Final boarding call for Biodiversity

Biodiversity, Alix Chosson, Elouan Heurard
The 16th meeting of the Conference of the Parties to the United Nations Convention on Biological Diversity (CBD COP16) will be held in Cali, Colombia, from October 21th to November 1st.
  • US elections

    US elections : Hear it directly from the US

    In the run up to the November 2024 US elections, our special correspondent in the US, Lauren Goodwin, Chief Market Strategist at our parent company New York Life Investments, shares her analysis on the campaigns and how US investors are navigating the environment. Every two weeks. Make sure to visit our US Chronicles !
  • US elections, Nadège Dufossé

    How should we position portfolios ahead of the US elections ?

    Numerous statistics are being published on the performance of financial markets in the run-up to the US elections. US presidential elections do not occur often enough to generate statistically significant data, but we generally observe an increase in volatility from the summer preceding the election date, with range-bound markets. After the election, the uncertainty usually subsides, and the promises of the future new president may generate an end-of-year rally.
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  • Monthly Coffee Break
Monthly Coffee Break, Fixed Income

Spotlight on the central banks

Central banks were out in full force in September, with the Federal Reserve implementing a meaningful 0.5% rate cut, while the ECB continued its easing cycle with a cut of 0.25%.
Asset Allocation, Monthly Coffee Break

Sweet spot

All of a sudden, the US is in a sweet spot as growth accelerates, inflation falls, the Fed eases and both presidential candidates are ready to spend massively.
Monthly Coffee Break, Equities

The Fed's action rekindled the bullish momentum in all risky assets

Despite weak macroeconomic data (notably from Germany), European equities remained broadly flat in September, thanks to the announcement of the stimulus plan in China. However, Europe has faced the highest outflows since March 2022, to the benefit of emerging markets.

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