CAS Publications
Press Corner
Focus
  •  
    Hostage to the news headlines as the story unfolds, we nevertheless provide an update on the Greek situation and the issues faced by the creditors in the wake of yesterday's missed payment. We continue to believe that a solution will be found that allows Greece to remain within the European Monetary Union.
     
  •  
    After the US Q1 GDP results, we take a look at the economic surprises and compare the US with the Euro Zone. The comparison was strongly in favour of the Euro Zone in March this year, and it has since narrowed markedly. However, it is not shrinking as fast as we previously anticipated and the Euro Zone still conserves the upper hand at this point in time. The second half of the year ought to produce an advantage for the US.
     
  •  
    Despite increasingly divergent monetary policies, including the ECB’s quantitative easing and the US central bank’s key rate hike, almost all the hard-currency bond market segments have generated positive total performances since the start of the year, a notable exception being Greece.
     
  •  
    Jean-Yves Hocher, Crédit Agricole’ Deputy Chief Executive Officer, Head of Corporate and Investment Banking and Private Banking was interviewed by the journalists of the Swiss daily Le Temps (published 12 June 2015).
     
  •  
    Some equity markets were marked by profit-taking at the end of the first quarter, while the oil price more or less returned to its end-February levels. Both the update of our allocation model and that of our total return estimations obviously require us to look beyond these day-to-day fluctuations.
     
  •  
    The Greek macro-economic situation has deteriorated since the Syriza government came to power, and this is a crying shame as well as poor repayment for all the austerity the population has endured. While dire, the situation is nevertheless contained if analysed in a wider context. In essence, we assign 80% probability to Greece staying in the euro with a remaining non-trivial 20% risk of a catastrophe.
     
  •  
    With China having entered a new growth regime, at under 7% a year in the next five years and under 6% a year in the five years after that, it comes as no surprise that the markets are looking for another complementary or alternative investment territory. And India is an obvious candidate.
     
  •  
    Le PIB indien doit davantage à un changement de méthodologie comptable et à la chute du cours du pétrole qu’aux mérites d’un gouvernement encore jeune.
     
  •  
    La confiance dans les pouvoirs publics s'affaiblit de plus en plus car les intérêts personnels priment sur les institutions. Rééquilibrage nécessaire.
     
  •  
    We have already argued that the BRIC concept no longer makes any sense, and that investment in these countries now has to be approached in a discriminating way. The vanishing of correlation became even more obvious in the first quarter of 2015, often leaving investors no choice but to reject the asset class as a whole.
     
  •  
    Volatility from possible Greek exit can be an opportunity
     
Your profile

 
 


Latest Articles
Who's Who in Private Banking - Sen Sui - The Business Times (Singapore)EN23.07.20152804 ko    
Fallout from Greek Crisis - Sen Sui - The Business Times (Singapore)EN06.07.20152733 ko    
China's 'New Silk Road' plan offers investment opportunities in Mid-East - Davis Hall - The Business Times (Singapore)EN15.06.2015174 ko    
US economy to grow by up to 3% but job market still weak - Dr. Marie Owens Thomsen - The Straits Times (Singapore)EN08.06.2015236 ko    
L'Agefi -L'Inde pourrait devancer la Chine - Marie Owens ThomsenFR01.06.2015395 ko    
Channel News Asia - News Now - 18 May 2015 - Marie Owens ThomsenEN22.05.201550850 ko    
CNBC ASIA - Squawk Box - 18 May 2015 - Marie Owens ThomsenEN22.05.2015103489 ko    
L'Agefi - Espagne: La capacité de réformer est compromise - Marie Owens ThomsenFR20.05.2015244 ko    
L'Agefi - GB Grave déclin de la capacité législative - Marie Owens ThomsenFR06.05.2015282 ko    
Trader's Profile: Christiane Nasr - The National - 04.05.2015EN04.05.2015384 ko    
Partner-schaftlich - Finanz & Wirshaft - Mikael LokDE28.04.2015173 ko    
Geldfrage - Reto Jaeggli Interview - HandelzeitungDE27.04.2015105 ko    
La bénéfique exposition - Agéfi Magazine (Stratégie d'investissement) - Frédéric LamotteFR16.04.20151412 ko    
La gestion discrétionnaire intègre les modèles d'asset management - Le Temps - Mikael LokFR16.04.2015207 ko    
Media coverage Report - MENA Report Focus on Lebanon March 2015EN02.04.20151510 ko    
Wealth Arabia "Time for a change" M. Owens & C. NasrEN23.02.20151045 ko    
Media coverage Report - Macro & Fixed Income Roundtable February 2015 in DubaiEN18.02.20154963 ko    
Art. L'Agéfi - Marie Owens Thomsen - Emphase Demesurée sur le tauxFR10.02.2015230 ko    
Structural reforms needed as QE buys more time – Dr. Marie Owens Thomsen - The Edge SingaporeEN10.02.20154439 ko    



 

Login eBanking eS2i Login Financial Intermediaries


Discovery Crédit Agricole Suisse Foundation