Groupama Asset Management in the news
Active asset management for business clients
Tamtam found 20 recent articles about Groupama Asset Management.
- Groupama AM - Stratégie et arbitrage : l'heure de rallonger l'horizon
Alexandre Piazza from Groupama Asset Management highlights the importance of interpreting interest rate structures and extending investment horizons amid market uncertainties.
- Groupama Asset Management - Intelligence Artificielle : sommes-nous déjà allés trop loin ?
Groupama AM sees current AI investments as fundamentally sound despite high valuations, highlighting strong tech profits and selective, evolving investment strategies.
- Palmarès 2025 : le top 15 des Obligations Europe Diversifiées
Top European diversified bond funds in 2025 showed strong returns, with Groupama Euro Financial Debt performing well under new management amid stable banking sector outlook.
- Groupama Asset Management - Trumpnomics : derrière le désordre, la cohérence stratégique
Recent US economic policy announcements reflect a strategic response to rising public debt, economic inequality, and market vulnerabilities, signaling a shift towards fiscal dominance and politicized monetary policy.
- Groupama Asset Management - Les minutes de la Fed donnent une "feuille de route"
The Fed's minutes explain rate cuts due to labor market risks and easing inflation threats, highlighting key indicators guiding future policy moves.
- Groupama Asset Management - Les minutes de la Fed donnent une "feuil...
The Fed's minutes explain rate cuts due to labor market risks and easing inflation, highlighting key indicators like African American unemployment and inflation expectations.
- Groupama Asset Management - Japon : la normalisation de la politique restera lente en 2026
The Bank of Japan raised interest rates cautiously in late 2025, expecting steady wage growth and inflation to reach 2% by 2027 amid economic recovery.
- PODCAST : Xavier Hoche, directeur général délégué de Groupama AM - 22/12
Xavier Hoche discussed European bond yields, gold value, and AI's market impact on BFM Business.
- Un 3e closing à 132 millions d’euros
Groupama Asset Management raised €132 million in its private debt fund targeting environmental projects in the agricultural sector, aiming for €200 million total.
- Xavier Hoche , Directeur Général Délégué de Groupama Asset Management
Groupama Asset Management outlines a central economic scenario with US-led growth, cautious European recovery, strategic investment in tech and healthcare, and highlights risks in shadow banking and Fed independence.
- Groupama Asset Management finalise un troisième closing pour son fon...
Groupama Asset Management raised €132 million for its private debt fund supporting environmental transformation in French agricultural SMEs, targeting €200 million.
- Deutsche Bank Aktiengesellschaft $DB Shares Acquired by Groupama Asset Managment
Groupama Asset Management increased its stake in Deutsche Bank Aktiengesellschaft by 12.2% in Q2, amid mixed analyst ratings and strong recent earnings.
- Groupama Asset Managment Buys 31,043 Shares of Denali Therapeutics Inc. $DNLI
Groupama Asset Management increased its stake in biopharma Denali Therapeutics, which focuses on neurodegenerative disease treatments and holds a consensus buy rating.
- Groupama Asset Managment Trims Stock Position in Howmet Aerospace Inc. $HWM
Groupama Asset Management cut its stake in Howmet Aerospace amid strong earnings and positive analyst outlooks for the aerospace company.
- Groupama Asset Managment Acquires New Holdings in Rockwell Automation, Inc. $ROK
Groupama Asset Management bought new shares in Rockwell Automation amid strong earnings and dividend growth, while insiders sold shares.
- Groupama Asset Managment Makes New $665,000 Investment in Equity Residential $EQR
Groupama Asset Management bought $665,000 worth of Equity Residential shares in Q2 amid other institutional investors increasing stakes; Equity Residential reported earnings in line with estimates and pays a 4.5% dividend.
- Groupama Asset Managment Has $3.04 Million Stake in Medtronic PLC $MDT
Groupama Asset Management cut its Medtronic stake by 22.7% in Q2, holding $3.04M in shares, while Medtronic reported strong earnings and received mostly positive analyst ratings.
- Groupama Asset Managment Makes New $1.48 Million Investment in American International Group, Inc. $AIG
Groupama Asset Management invested $1.48M in AIG shares during Q2 amid broader institutional buying and AIG's solid Q3 earnings and dividend announcement.
- Groupama Asset Managment Invests $1.10 Million in Cintas Corporation $CTAS
Groupama Asset Management invested $1.1M in Cintas shares amid the company's solid Q3 earnings, dividend declaration, and a $1B share buyback program.
- Groupama Asset Managment Invests $1.16 Million in Humana Inc. $HUM
Groupama Asset Management bought $1.16M in Humana shares during Q2 amid mixed analyst ratings and recent strong earnings.
Articles collected by Tamtam and kept when they are about the company, newest first. Each links to its source.
Selling to companies like Groupama Asset Management?
Tamtam finds the companies that match your ideal customer, researches each account and tells you who to contact and when.
Find similar companies