6/10/2026 Investment Views Global Investment Views - October 2026 Rising bond yields, shifting monetary policy, and geopolitical developments are driving the macro environment and new investment opportunities.
9/09/2026 Investment Views Global Investment Views - September 2026 This GIV elaborates on the diverging forces in different parts of the markets, our changed economic scenario and investment convictions.
28/07/2026 Investment Views Global Investment Views - August 2026 This GIV elaborates on the uncertain geopolitical backdrop, the movements in energy prices, and our economic scenario and investment convictions.
1/07/2026 Investment Views Global Investment Views - July 2026 This GIV elaborates on the fragile de-escalation in the Middle East crisis, the faltering momentum in AI, and our economic scenario and investment convictions.
29/05/2026 Investment Views Global Investment Views - June 2026 This GIV elaborates on the diverging forces in different parts of the markets, our changed economic scenario and investment convictions.
18/05/2026 Asset Pricing & Behavioural Finance Understanding retail investors: a clustering approach Using a randomly selected sample of 50,000 clients of Crédit Agricole Languedoc, we identify 12,902 investors and analyze their financial behavior using...
12/05/2026 Real & Alternative Assets Private assets: a new return architecture Explore our long-term views on private equity, private debt, hedge funds, infrastructure and real estate, and their role in strategic asset allocation.