Master 222 - Asset Management - Université Paris-Dauphine

📢 Dear Network, We are excited to share the latest global market insights for the week of November 22, 2024! 🇺🇸 U.S. markets rose with financials and consumer sectors leading gains, while tech performance was mixed. 🇪🇺 European markets remained cautious amidst geopolitical tensions and weak UK economic data. 🇯🇵 Japanese inflation fueled expectations of tighter monetary policy, while 🇨🇳 Chinese stocks declined sharply on weak earnings and geopolitical concerns. 📉 Commodities saw oil prices rise due to supply risks, while gold surged as investors sought safe havens. Stay tuned for more updates on the evolving financial landscape! Wishing you all a productive and insightful week ahead! Credits: - William Blin - Ahmed Boukhris - Valery Dumanyan - Bini Koffi - ines grira

📢 Dear Network, We are thrilled to share the latest global market insights for the week of November 15, 2024! 🇪🇺 European markets experienced significant volatility, with the CAC 40 swinging between gains and losses. 🇺🇸 U.S. markets declined due to hawkish Federal Reserve signals and inflation. 🇨🇳 In Asia, China’s stimulus measures supported growth optimism. 📉 Commodities saw oil prices drop due to weak demand forecasts. Stay tuned for more updates on the evolving financial landscape! Wishing everyone a productive and insightful week ahead! Credits: - William Blin - Ahmed Boukhris - Valery Dumanyan - Bini Koffi - ines grira

📢 Dear Network, We are thrilled to share the latest global market insights for the week of November 8, 2024! 🇺🇸 U.S. markets balance strong consumer spending and tech gains, tempered by rising rates and growing political uncertainty. 🇪🇺 In Europe, markets are marked by mixed corporate earnings, with pressure on the automotive and luxury sectors, despite relief from lower energy prices. 🇯🇵🇨🇳 In Asia, Japan faces political adjustments and a potential rate hike, while China shows early signs of recovery amid ongoing trade tensions. Stay tuned for more updates on the evolving financial landscape! Wishing everyone a productive and insightful week ahead! Credits: - William Blin - Ahmed Boukhris - Valery Dumanyan - Bini Koffi - ines grira

Master 222 x Edmond de Rothschild This Friday, November 8, the students of Master 222 had the privilege of being hosted by Edmond de Rothschild for a morning filled with valuable insights. The event began with a casual breakfast, followed by several presentations. The students had the opportunity to dive deeper into the world of Edmond de Rothschild, discovering its various professions and the diverse, inspiring career paths of its professionals. Many thanks to the speakers for their enriching contributions: Sophie de Malherbe – Internal Communications Officer, for her presentation on the group. Bruno Major – Marketing Director, for his presentation on asset management, commercial strategy, and areas of expertise. Ariane Hayate, CFA – European Equity Portfolio Manager/Analyst (Master 222 alumni), for her presentation on European Equity expertise. clemence moullot – ESG Portfolio Manager/Analyst, for her presentation on ESG expertise. Delphine ARNAUD, CFA – Multi-asset and Overlay Portfolio Manager/Analyst, for her presentation on Multi-Asset expertise. Léa Mangani – Sales Specialist, for her presentation on Private Equity expertise. Nathalie Micner – HR Representative, for presenting career opportunities. The entire Master 222 class would like to express its sincere gratitude to the Edmond de Rothschild team for their warm welcome and the quality of their presentations.

📢 Dear Network, We are thrilled to share the latest global market insights for the week of November 1, 2024! 🇺🇸 U.S. markets balance strong consumer spending and tech gains, tempered by rising rates and growing political uncertainty. 🇪🇺 In Europe, markets are marked by mixed corporate earnings, with pressure on the automotive and luxury sectors, despite relief from lower energy prices. 🇯🇵🇨🇳 In Asia, Japan faces political adjustments and a potential rate hike, while China shows early signs of recovery amid ongoing trade tensions Stay tuned for more updates on the evolving financial landscape! Wishing everyone a productive and insightful week ahead! Credits: - William Blin - Ahmed Boukhris - Valery Dumanyan - Bini Koffi - ines grira

📢 Dear Network, We are thrilled to share the latest global market insights for the week of October 25, 2024! 🇺🇸 United States: The U.S. economy shows mixed signals. Strong consumer sentiment and tech sector gains led by Microsoft, Alphabet, and Meta drove Nasdaq up 0.5%, but financial sectors face challenges amid rising interest rates and political uncertainties as the presidential election nears. The 10-year Treasury yield dipped below 4.2% as the market speculates on Federal Reserve policy adjustments. 🇪🇺 Europe: European markets showed resilience despite mixed corporate earnings and economic uncertainties. The CAC 40 faced pressure due to weak performance in luxury stocks, with concerns over Chinese growth affecting companies like Hermès and LVMH. In the UK, investigations into auto financing added to market stress, with banks like Lloyds and Barclays affected. 🇯🇵🇨🇳 Asia: Japanese markets were pressured by inflation concerns and potential political shifts, impacting the yen and investor sentiment. In China, the People's Bank of China held interest rates steady at 2%, reflecting cautious policy as the economy faces its weakest growth in six quarters, with deflation risks particularly affecting the real estate sector. 📈 Bonds and Commodities: Rising U.S. Treasury yields and an “higher-for-longer” rate environment have led to bond market volatility. Oil prices fluctuated due to heightened Middle Eastern tensions, ending the week on a high note with WTI crude up 3.6%, while gold remains steady amidst global economic uncertainties. Stay tuned for more updates on the evolving financial landscape! Wishing everyone a productive and insightful week ahead! Credits: - William Blin - Ahmed Boukhris - Valery Dumanyan - Bini Koffi - ines grira

📢 Dear Network, We are excited to bring you the latest updates from the global markets for the week of October 18, 2024! 🇨🇳 Investor sentiment remains cautious despite stimulus with the Hang Seng dropping 9.4%. 🇪🇺 The ECB cut interest rates to 3.25% amid disinflation, marking its third consecutive reduction. 🇺🇸 The 10-year Treasury yield hovered around 4.1%, reflecting economic resilience. 🇯🇵 Japan's inflation slowed to 2.4% in September, driven by government subsidies, with the Bank of Japan expected to maintain its interest rate at 0.25%. Follow our page for ongoing insights and updates on the financial landscape! Wishing you a productive and informed week ahead! Credits: • William Blin • Ahmed Boukhris • Valery Dumanyan • Bini Koffi • ines grira

📢 Dear Network, We are excited to bring you the latest updates from the global markets for the week of October 11, 2024! 🌍 Global Overview: This week saw mixed results across markets. While U.S. stocks surged, European markets struggled with Middle Eastern tensions and a lack of stimulus from China. 🇺🇸 United States: Strong earnings from major financial firms like JPMorgan and Wells Fargo pushed the S&P 500 and Dow Jones to record highs. However, inflation data remains a concern, complicating the Federal Reserve’s next rate cut decision. 🇪🇺 Europe: Geopolitical tensions between Israel and Iran and disappointing stimulus news from China weighed down the European markets. The STOXX Europe 600 saw a decline of -1.8%, with sectors like luxury goods being hit hard. 🇨🇳 Asia: Chinese stocks dropped as investors were let down by the lack of stronger fiscal measures. The CSI 300 Index fell 2.4%, as markets await key announcements over the weekend on possible new stimulus packages. 🔑 Key Takeaway: Markets remain cautious as global uncertainty persists, with inflation, economic policies, and geopolitical tensions continuing to shape investor sentiment. Follow our page for ongoing insights and updates on the financial landscape! Wishing you a productive and informed week ahead! Credits: • William Blin for the U.S. and Asia sections • Ahmed Boukhris for Europe, Bonds, and Commodities • Valery Dumanyan for the Tesla focus

Dear Network, 📢 We are delighted to announce the return of the Master's newsletter for the 2024-2025 academic year! Here are the latest events from the global financial landscape: 🇮🇷🇮🇱 The attacks by Iran on Israel have increased risk aversion, boosting safe-haven assets and driving up Brent prices. 📈Chinese stocks enter bull market after major surge driven by stimulus measures and housing eases. 🇪🇺 European markets closed higher on Friday, but weekly losses and challenges in the automotive sector persist. 🇺🇸 In the United States, the central bank is tempering expectations for a switt rate cut. Follow our page for the latest news. Wishing you a well-informed and productive week ahead!

Master 222 x PIMCO On Monday September 23, 222 students were honored to welcome three Pimco collaborators: Vanessa Torgbor - Candidate Development Lead - Campus Recruitment, London Phuong Truong - VP Portfolio Manager - Portfolio Management, London Fadel Sahib Adegoke Adegoke - Account Analyst - Client Management, London - 222 Alumni Who introduced us to Pimco, its activities and its various divisions. This was followed by a question-and-answer session, during which the students were able to learn more about their daily lives, as well as deepen their understanding of the challenges facing Pimco. The event concluded with a convivial cocktail exchange. The entire class of Master 222 would like to express their warm thanks to the collaborators for their time and this comprehensive and enriching presentation.