Catégorie : Investissement

Euro Fund Life Insurance 2026: Returns at Record Highs, Tax at Record Lows

Euro funds delivered an average 2.65% return in 2025, a ten-year high. With the Livret A falling to 1.5% and life insurance shielded from the 2026 social levy increase, guaranteed funds are back as the cornerstone of wealth allocation.

avril 22, 2026
Defensive or Offensive Allocation in 2026? Adapting Your Portfolio to the New Economic Cycle

Expertise Solutions Our Approach Regulations About Us News Client Become a Client FREN Markets Defensive or Offensive Allocation in 2026? Adapting Your Portfolio to the New Economic Cycle 25 March 20268 min read Key Takeaways European equities remain undervalued with 15–25% discounts versus US peers, offering attractive entry points. Investment-grade credit delivers embedded yields of…

mars 25, 2026
REITs (SCPI) in 2026: Is Property Paper Still Worth Investing In?

Expertise Solutions Our Approach Regulations About Us News Client Become a Client FREN Real Estate REITs (SCPI) in 2026: Is Property Paper Still Worth Investing In? 25 March 20267 min read Key Takeaways After two years of valuation correction, the best-positioned SCPIs now deliver yields of 5 to 7% with potential for share price recovery.…

mars 25, 2026
CSG Increase to 10.6% in 2026: What Impact on Your Financial Investments?

The 2026 Social Security Finance Act raises the CSG on investment income from 9.2% to 10.6%, bringing total social levies to 18.6%. An analysis of the investments affected and adaptation strategies for portfolios exceeding €500,000.

mars 19, 2026

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