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The moment of truth for public debt Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: The era ​ of ultra-low interest ​ rates ​ is ​ over ​ and ​ debt refinancing has once again become very expensive The average public debt of…

Story of the month By providing the infrastructure to store, process and distribute data, data centers are becoming a growing source of energy demand. While they consumed around 300 TWh of electricity in 2022 (i.e. 1.1% of the total), the large-scale adoption of artificial intelligence…

April 2024 Equities should extend their rally as interest rate cuts appear imminent in the US and other developed economies. Asset allocation: sticking with equities While global economic and liquidity conditions are far from rosy, we see pockets of improvement that are supportive for risky…

With banks curtailing lending, private debt can step in to support healthy companies. Andreas Klein, Head of Private Debt, Pictet Asset Management. Scarcity of capital and higher funding costs make today’s credit backdrop extremely difficult for borrowers. Poor management of balance sheets and thin capitalisation…

Allianz Global Investors (AllianzGI), one of the world’s leading active investment managers, has announced today that it intends to cast its proxy vote against item 6, Climate Transition Action Plan and 2023 Progress report at the upcoming annual general meeting of the shareholders of Woodside…

A year of record profitability and accelerated progress towards achieving its Green Growth Strategy 2026 TITAN has released its Integrated Annual Report 2023 (IAR), which outlines the Group’s financial, as well as environmental, social, and governance (ESG) performance. 2023 was a year of record-breaking performance,…

Story of the month BAD HABIT IN FINANCE DEPARTMENT The reporting season for the last quarter has once again brought to light a bad habit of many companies' finance departments: the art of creative accounting. In our view, this bad habit has increased on the…

Story of the month We are often confronted with a legitimate question: "Is artificial intelligence showing the characteristics of a stock market bubble? This month, we take a look at Nvidia's remarkable stock market performance over the past year and analyse the fundamental and practical…

Attacks in the Red Sea: a new threat to supply chains. Europe's sovereignty in question. Antoine Chacun, Managing director– ODDO BHF Metals. “The direct economic and strategic stakes involved in closing the Red Sea are low for the United States. ​ For Europe, on the…

Story of the month Global investment in the energy transition reached a record $1,769 billion in 2023, up 17% year-on-year. Electric vehicles and charging infrastructure were the main sources of investment, with $634 billion invested, overtaking renewable energies for the first time. China remained the…