Ofi Invest Asset Management in the news

Ofi Invest Asset Management is organizing a February 2026 event to analyze macroeconomic trends and asset allocation strategies amid record gold and silver prices.

Financial markets show resilience amid geopolitical tensions, steady US inflation, and positive economic indicators in both the US and Eurozone, supporting moderate growth forecasts.

2025 saw major geopolitical changes affecting markets, with 2026 expected to focus on fundamentals like growth, inflation, and corporate earnings amid ongoing geopolitical and technological themes.

Éric Turjeman propose une analyse vidéo complète des marchés financiers en 2025 avec les tendances à suivre avant 2026.

OFI Invest Asset Management cut its stake in Alphabet by 17.6% in Q3 amid strong company earnings and positive analyst sentiment on AI and cloud growth.

OFI Invest Asset Management trimmed its stake in JPMorgan Chase during Q3 amid the bank's strong earnings and a mixed analyst outlook.

OFI Invest Asset Management cut its Oracle stock position by over 20% in Q3 amid mixed analyst ratings and recent insider selling, while Oracle posted strong earnings and declared a dividend.

OFI Invest Asset Management cut its Wells Fargo stake by 26.5% in Q3, holding $30.47M in shares as Wells Fargo reported strong earnings and declared dividends.

OFI Invest Asset Management significantly increased its CocaCola holdings in Q3, reflecting confidence in the company's strong financial performance and market position.

OFI Invest Asset Management increased its stake in Marvell Technology, a semiconductor company favored by analysts for AI and data-center growth, with strong earnings and a $5 billion buyback plan.

OFI Invest Asset Management significantly increased its stake in Bank of New York Mellon, which reported strong earnings and maintains a moderate buy analyst consensus.

OFI Invest Asset Management cut its Caterpillar stock holdings by 21.5% in Q3 amid strong company earnings and positive analyst upgrades.

Gold and silver have strong potential for 2026 amid AI-driven demand, while Europe faces strategic risks from dependence on Chinese rare earth imports.

PNOC and France's Ofi Investment Group collaborate to explore biomethane production and renewable energy investments in the Philippines.

PNOC and French asset manager Ofi Invest partnered to promote biomethane and circular economy technologies in the Philippines to support energy transition.

PNOC and French fund Ofi Invest Group partnered to promote biomethane and circular economy technologies in the Philippines to support energy transition.

In 2025, global trade shifted towards risk and power management amid US policy changes, with resilient markets and moderate growth expected in 2026 despite inflation and geopolitical risks.

US markets saw a brief holiday-shortened week with stable rates, a fragile labor market, a S&P 500 rebound on Fed rate cut hopes, and a UK budget easing market concerns but posing future risks.

European equities have surged due to Germany's large stimulus plans, easing inflation, and global monetary easing, driving valuation multiples above long-term medians.

Geoffroy Lenoir analyzes the US market's recent developments including the end of the shutdown, interest rates, and corporate earnings.