Individuals - Investments - Page 11

Life Insurance: Fall Brings New Life to the French People's Favorite Investment

Life Insurance: Fall Brings New Life to the French People's Favorite Investment

Nov. 5, 2024

In September, net inflows into life insurance reached 2.5 billion euros, according to France Assureurs, compared with 782 million euros in August and 1.9 milli...

SCPI: A Hard Landing, but Positive Signs

SCPI: A Hard Landing, but Positive Signs

October 22, 2024

The SCPI Observatory reports a sharp downturn but positive signs for the market for real estate investment trusts (SCPI).

Since...

Lawmakers pass an amendment changing the tax treatment of life insurance policies

Lawmakers pass an amendment changing the tax treatment of life insurance policies

October 22, 2024

On Thursday, October 17, members of the National Assembly adopted an amendment aimed at changing the special tax treatment of life insurance policies in the event of a transfer. The...

When Employee Savings Are at the Center of a Divorce

When Employee Savings Are at the Center of a Divorce

October 15, 2024

In the event of an amicable separation, accessing your employer-sponsored savings can be complicated, especially without a court order. A recent case illustrates how the...

What is the risk premium for real estate today?

What is the risk premium for real estate today?

October 15, 2024

The “risk premium,” also known as the “spread,” measures the difference—expressed in basis points—between two rates. This figure is used to understand the...

What are the best practices for investing in sustainable finance?

What are the best practices for investing in sustainable finance?

October 8, 2024

Every year, Global Investor Week aims to improve savers’ financial literacy and provide them with the tools they need to invest with confidence...

How Does the New Savings Account to Support the Industry Work?

How Does the New Savings Account to Support the Industry Work?

October 8, 2024

Michel Barnier proposed the creation of a savings account dedicated to industry during his general policy address on Tuesday, October 1. This idea...

What is the flat tax, the tax the government is targeting?

What is the flat tax, the tax the government is targeting?

October 1, 2024

The flat tax is a system for taxing capital income that was introduced to simplify and reduce the tax burden on taxpayers. However, f...

Investing: How Much Higher Can Gold Go?

Investing: How Much Higher Can Gold Go?

September 24, 2024

Following announcements by the U.S. Federal Reserve (Fed), which cut its key interest rates by 50 basis points, the price of gold broke through the 2...

SCPI: Should You Choose Newer Ones Over Older Ones?

SCPI: Should You Choose Newer Ones Over Older Ones?

September 24, 2024

Although younger SCPIs appear to offer more attractive returns and greater diversification, it is crucial for investors to weigh the pros...

82% of wealth management advisors believe that artificial intelligence is essential

82% of wealth management advisors believe that artificial intelligence is essential

September 24, 2024

Having embraced the digital revolution, wealth management advisors (WMAs) don't want to miss the boat on artificial intelligence ...

Retirement Savings Plan Gains Popularity Among Young People

Retirement Savings Plan Gains Popularity Among Young People

September 17, 2024

Based on the results of the 2024 Amphitéa/Cercle de l’Épargne survey titled “The French, Savings, and Retirement,” conducted by IFOP and CECOP, the Cerc...

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Latest Articles

One in four first-time homebuyers buys a home with money from their family

One in four first-time homebuyers buys a home with money from their family

September 15, 2026

The first Nestenn Observatory on Real Estate Trajectories puts a number on a practice that everyone is familiar with but doesn't measure: 26.1% of first-time homebuyers...

European ETFs Have Seen Two Consecutive Months of Record Inflows

European ETFs Have Seen Two Consecutive Months of Record Inflows

September 15, 2026

After a record July at 49.4 billion euros, the market for Europe-based exchange-traded funds saw inflows of 43 billion euros in subscriptions...

One-third of French people have dipped into their savings to make ends meet

One-third of French people have dipped into their savings to make ends meet

September 15, 2026

A study conducted for XTB France by TGM Research examines the trade-offs households are making as the school year begins. The figure of interest to investors...

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