Skip to main content
Category

Investing

Investing

Focus on China

DRIVERLESS CARS AT YOUR SERVICE Yanxiu Gu, Product specialist, Chinese equities ODDO BHF AM. " The industry’s growth is being propelled by collaboration between tech companies, car manufacturers, ride- hailing platforms, and hardware suppliers, forming a comprehensive ecosystem to accelerate innovation" In Wuhan, a major…
EFI
29 October 2024
Investing

Macroeconomic view

Europe desperately seeking growth Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: After a decent start to the year, the European economy is showing signs of weakness. The ​ ​ recovery ​ ​ is ​ ​ being ​ ​ threatened ​ ​ by…
EFI
28 October 2024
Investing

Market view

The recession that isn't happening: don't underestimate the growth potential of the US economy Prof. Dr. Jan Viebig Global Co-CIO, ODDO BHF AM. "In the future, a temporary slowdown in economic activity is possible, but a recession seems unlikely. To what extent the outcome of…
EFI
25 October 2024
Investing

Weekly View: Earnings surprise

SpaceX soft landing, US economy next? The week in review US growth is proving buoyant, tempering expectations about the pace of further interest rates cuts by the Federal Reserve as evidence mounts that the economy is on track for a soft landing. SpaceX achieved a…
EFI
25 October 2024
Investing

New flash note & CIO research

US election countdown - America First vs. continuity Please find below a new comment from Xiao Cui, Senior Economist at Pictet Wealth Management, and the CIO research team, ahead of the upcoming US election With just 18 days until Election Day, Trump and Harris remain…
EFI
25 October 2024
Investing

The green rebound

Laurent Denize, Global Co-CIO, ODDO BHF AM. "There's no need to look only to the United States or Asia for green gems - there are plenty of them in Europe! ... and the timing is perfect: GO for Green!" Since the peak in January 2021,…
EFI
23 October 2024
Investing

Fund Insight: ODDO BHF POLARIS FUNDS RANGE

Story of the month US STOCK MARKET - OVERVALUED OR FAIRLY VALUED? "Political stock markets have short legs" is a stock market adage that says political events such as elections or wars have no lasting impact on stock prices. Nevertheless, investors tend to become more…
EFI
22 October 2024
Investing

ECB: cautious as expected

Please find below a new comment from Nadia Gharbi, Senior Economist, at Pictet Wealth Management, in reaction of today’s ECB meeting : The ECB decided to cut its deposit facility rate by 25 basis points (bp) to 3.25% at today’s Governing Council (GC) meeting, as…
EFI
22 October 2024