Investing

2024 : Tempering expectation Laurent Denize, Global Co-CIO, ODDO BHF AM and Prof. Dr. Jan Viebing, Global CO-CIO ODDO BHF. " Looking ahead to the next few month, wo favor bonds over more volatile equities because of their higher real vields" . The turn of…

Are we there yet ? THE WEEK IN REVIEW US equity markets notched up positive performances last week, brushing off December headline inflation that was a touch stronger than expected. The S&P 500 rose 1.9% i (in USD) on the week, while the Nasdaq Composite…

Equities and bonds have rallied sharply as a growing number of investors see aggressive monetary easing in 2024. We also believe rates will fall, but not as steeply as markets envisage. Pictet Group. Asset allocation: wary of Goldilocks reflation trade 2023 began with prospects for…

Spreads to remain range bound. Nadia Gharbi, Senior economist, Lauréline Renaud-Chatelain, Fixed-income strategist, Milène Dumont, Strategist Pictet Wealth Management. Growth in euro zone periphery countries has been relatively resilient this year thanks to strong construction activity in Italy and a pickup in tourism, especially in…

The “60/40” strategy is back Laurent Denize, Global Co-CIO, ODDO BHF AM. " Regardless of the region or the economic cycle, the aim is to identify sectors and, within those sectors, companies capable of creating long-term value" . A new era The 2022/2023 period has…

Bruno Cavalier, Chief Economist ODDO BHF. KEY HIGHLIGHTS: United States aside, the economic outlook everywhere else has been revised downward The rise in interest rates puts pressure on government budgets World trade is fragmented against a backdrop of numerous geopolitical tensions A possible re-election of…

Dong Chen, Head of Asia Macroeconomic Research Pictet Wealth Management. Most indicators for Chinese economic activities in October continued to improve. Growth in nominal retail sales rose further to 7.6% y-o-y in September, up from 5.5% in September and slightly above market consensus of 7.3% . This higher-than-expected…

Out of the chaos come heroes Yanxiu Gu, Spécialiste produits, actions chinoises ODDO BHF AM. " The technology race between China and the US is not going to end any time soon. But investors may miss good opportunities by turning away from these stocks" US RESTRICTIONS…