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Fed, ECB, inflation: the great monetary policy turning point in 2026

Markets March 28, 2026 · 8 min read

As the Fed holds rates at 4.25% and the ECB begins a cautious easing cycle, our economists decode the implications for your 2026 investments.

AB

Alexandre Bertin

Head of Economic Research

Read the full analysis

6 articles shown

NEW
Wealth

Life insurance 2026: euro funds hold up, UC shine

Euro funds delivered an average 3.8% return in 2025, exceeding expectations. Our experts analyse the best UC for 2026.

1,547 6 min read
SL

Sophie Laurent

March 25, 2026

NEW
Crypto

Bitcoin tops $80,000: bull run or investor trap?

After spot Bitcoin ETFs were approved in Europe, institutional flows are accelerating. Technical and fundamental analysis of the trend.

1,894 7 min read
MC

Marc Chevalier

March 22, 2026

Real Estate

SCPI 2026: which sectors perform despite the drop in valuations?

The SCPI market is going through a correction. We identify resilient vehicles and sectors to prioritise: healthcare, data centres, logistics.

2,241 8 min read
PD

Pierre Dubois

March 18, 2026

Taxation

IFI 2026: new exemption rules for business assets

The 2026 Finance Act modifies the IFI exemption scope. Overview of the new provisions and available optimisation strategies.

2,588 9 min read
EA

Élise Arnaud

March 15, 2026

Markets

European equities: the return of value stocks

As US tech shows signs of fatigue, undervalued European equities are back in favour with top asset managers. Our sector convictions.

2,935 5 min read
AB

Alexandre Bertin

March 12, 2026

POPULAR
Interview

"AI doesn't replace judgment - it reveals who lacks it"

Henri Marchais, CIO of B.A.I.F, speaks frankly about AI in portfolio management: what works, what is oversold.

3,282 6 min read
HM

Henri Marchais

March 8, 2026

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