Richard Sengmany

Inflation, commodities and supply chains: the global threat of El Niño 2026-2027

"The El Niño phenomenon shaping up for 2026-2027 could become the most intense climate event in over a decade. While weather events are often viewed as operational risks, this one should instead be understood as a macroeconomic event with repercussions for inflation, trade flows, supply chains and corporate earnings," notes Allianz Trade, a global specialist in trade credit insurance and in surety, collections, structured finance and political risk.

September 15, 2026 at 09:24 am

2027-2029 plan: Axa targets €25bn in cash upstreaming and ROE of up to 17%

Axa unveiled this morning its strategic plan for the 2027-2029 period. The insurer is targeting, in particular, an operating return on equity (ROE) of between 15% and 17%, as well as about €25bn in cumulative organic cash upstreaming.

September 15, 2026 at 05:04 am

MSCI: European advisors embrace active ETFs and international diversification

European financial advisors are increasingly turning to active ETFs, while also looking for growth opportunities beyond their home markets and a broader menu of strategies and exposures, according to a survey conducted by MSCI of 450 advisors in the US and Europe.

September 15, 2026 at 03:25 am

Mint steps up its B2B diversification with the signing of two cornerstone contracts

Mint, a provider of eco-responsible energy and telecom services, is confirming the acceleration of its diversification strategy toward B2B. This trajectory rests on three converging levers: strengthening its organization and teams, a gradual rebalancing of its revenue mix toward multi-year, higher value-added contracts, and commercial momentum illustrated by the signing, during July 2026, of two cornerstone contracts with Adler Pelzer Group and the Riccobono group.

September 14, 2026 at 12:18 pm

Sirius Media Unveils the AI Teaser for 'September 11, At the Foot of the Towers'

Sirius Media Group announced today that it has put online the teaser for 'September 11, At the Foot of the Towers', an adaptation of the testimony by Mikaël Benfredj published by Ecrin Editions, whose audiovisual adaptation rights are covered by an option agreement signed on July 13. Produced entirely using artificial intelligence, the teaser is being released on the group's YouTube channel, exactly 25 years to the day after the September 11, 2001 attacks.

September 11, 2026 at 12:25 pm

NetMedia Group: opening of the 6th exercise period for the BSA 2026 on September 13

NetMedia Group reminds investors that the sixth exercise period for the share subscription warrants (BSA 2026) attached to the new shares issued on March 11, 2026 will begin on September 13, 2026 at the market open and will end on September 24, 2026 at the market close.

September 11, 2026 at 12:17 pm

Paul-Antoine Cristofari Appointed CEO of Gan Prevoyance

Paul-Antoine Cristofari has been appointed chief executive officer of Gan Prevoyance, a Groupama Group subsidiary focused on social protection. Reporting directly to Guillaume Pierron, chief executive officer of Groupama Gan Vie, he took up his role on September 1, 2026.

September 11, 2026 at 11:46 am

Bessé reshapes part of its governance

Bessé, a player in insurance advisory and brokerage, is announcing three changes to its governance. Cyprien Laubin is taking over as head of Bessé Industry & Services. Thibault Paland succeeds him and becomes director of Bessé Motors. Benoît de Castelet becomes the new secretary general. All three are members of Bessé's executive committee.

September 11, 2026 at 03:36 am

Roche Bobois sees a stable second half in an uncertain environment

Against an unfavorable market backdrop for high-end furniture, Roche Bobois reported first-half revenue of €187.8m, down 8.9% at current exchange rates (-7.3% at constant exchange rates). As expected, this decline in volumes mechanically weighed on EBITDA, which came in at €31.4m over the period. The EBITDA margin remained high at 16.7%.

September 10, 2026 at 12:31 pm

Capgemini launches its 13th employee share ownership plan

Capgemini has announced the launch of its 13th employee share ownership plan, ESOP (Employee Share Ownership Plan). The plan is being offered to about 97% of the group's employees and is intended to tie staff more closely to the development and performance of the global IT services provider. It will take the form of a capital increase reserved for Capgemini employees, covering up to 3,000,000 shares (representing 1.77% of existing share capital).

September 10, 2026 at 12:10 pm

RBC stays optimistic on Technip Energies and upgrades to outperform

RBC has upgraded its rating on Technip Energies to outperform from sector perform, but cut its price target to €42 from €45. "We see strong growth potential for the group thanks to a record level of orders for 2026 and future contract opportunities in the Middle East. While the stock has underperformed other oil services companies in Europe (down about 10% year to date)," the Canadian bank said in explaining its move.

September 10, 2026 at 04:00 am

Vanguard: "Economies' sensitivity to energy shocks varies"

Yesterday, during a press lunch hosted at Vanguard's offices in Paris, Alès Koutny, portfolio manager and head of international rates, shared with marketscreener.com his analysis of the global economy's vulnerabilities to tensions in energy markets.

September 09, 2026 at 10:21 am

Axa teams up with Publicis Sapient to accelerate the rollout of its AI

Axa has announced a strategic partnership with Publicis Sapient to accelerate the next phase of its artificial intelligence transformation. The partnership aims to continue developing the 'Global AI Hub' to enable the rapid, secure and responsible deployment of AI agents across the group, spanning all of its operations.

September 09, 2026 at 05:46 am

Zineb Bennani joins Edmond de Rothschild AM to lead the private markets strategy

Edmond de Rothschild Asset Management has appointed Zineb Bennani as director of strategic development for private markets. In this strategic role for the firm, she will contribute to development and transformation projects for the private assets platform, with a cross-functional remit spanning the investment, sales, marketing and product teams. She started on September 8.

September 09, 2026 at 05:30 am

AllianzGI passes the €1bn mark for its Impact Private Credit strategy

Allianz Global Investors (AllianzGI), one of the world's leading asset managers, has announced the final closing of its Impact Private Credit (IPC) strategy after securing more than €1bn in commitments from major European institutional investors. Launched in 2024, the IPC strategy exceeded its €800m target in less than 24 months, with final commitments including new investors such as a Dutch pension fund and a Belgian insurer.

September 09, 2026 at 05:22 am

Franklin Templeton: majority acquisition in Stoneshield Capital

Franklin Templeton, Inc., through its real estate subsidiary Clarion Partners, LLC, said it has entered into a definitive agreement to acquire a majority stake in Stoneshield Capital. The transaction will triple Clarion's assets under management in Europe to $13bn (€11bn), and increase its total assets under management by 12% to $82bn (€72bn). Franklin Templeton's assets under management in alternative investments will therefore exceed $300bn (€265bn).

September 09, 2026 at 03:56 am

Lumibird sells its Medical subsidiary to IPG Photonics for €300m

Following the start of exclusive talks on July 16 and the completion of the information and consultation process with employee representative bodies, the Lumibird group announced the signing of a share purchase agreement for Lumibird Medical with IPG Photonics Corporation. As a reminder, the transaction values Lumibird's subsidiary at €300m in enterprise value, with an earn-out of up to €50m depending on future performance in 2026 and 2027.

September 09, 2026 at 02:27 am

Compre and Wakam renew their reinsurance partnership

Compre Group Holdings Limited, a Bermuda-based international specialist reinsurer, has renewed its Loss Portfolio Transfer (LPT) agreement with French insurer Wakam S.A.

September 08, 2026 at 09:29 am

Altaroc VP wins the Finansol label

Since 2023, Altaroc has rolled out the Altaroc VP range. Anchored to Altaroc vintages, these products were designed to pair private equity investing with a lasting philanthropic mechanism: 25% of the capital gain generated is donated to major nonprofits working to combat school dropouts and support the success of young people from disadvantaged backgrounds. Securing the Finansol label is a significant endorsement for Altaroc VP.

September 08, 2026 at 09:03 am

Laurent Rousseau becomes international head of Marsh Re

Marsh, a global player in advisory and professional services, last week appointed Laurent Rousseau to the role of international head of Marsh Re, formerly Guy Carpenter, effective immediately. Based in London, he will continue to report to Dean Klisura, CEO of Marsh Re.

September 07, 2026 at 05:39 am

Swen Capital Partners targets €200m to back French SMEs and mid-sized companies

Swen Capital Partners, a player in responsible private-market investing, is rebranding its range dedicated to supporting fast-growing French SMEs and mid-sized companies as 'Swen Territoires Résilients'. The group announced the first closing of its fifth vintage, which already lifts its investment capacity to more than €100m. With a fundraising target of €200m, this vehicle will invest 80% in French companies to strengthen local resilience and economic sovereignty.

September 07, 2026 at 05:25 am