China’s bazooka versus Trump’s victory Laurent Denize, Global Co-CIO, ODDO BHF AM. "As the world’s second-largest economy, China has much to offer and should be included in any globally diversified portfolio. Short-term complexities do not rule out building positions in Chinese quality stocks with strong…

Pictet Wealth Management. And the winner is… THE WEEK IN REVIEW Unsurprisingly, volatility has been increasing across US assets overall ahead of this week’s US elections. There were good results from some high- profile tech-related stocks late in the week, but investors continued to fret…

ODDO BHF Asset Management The US election is leaning towards a clean Republican Sweep (Republican control of the presidency and both Houses of Congress). Such a scenario, if confirmed, would give government the widest scope of action in implementing higher tariffs and lower corporate taxes.…

As climate change awareness grows, businesses take steps to improve ecosystem resilience. Gabriel Micheli, Senior Investment Manager, Pictet Asset Management. Imagine an economy that runs like a natural system, such as a forest. This economy has healthy ecological and social foundations and is able to…

Another surprising election result. The week in review Japan’s ruling coalition led by the LDP lost its parliamentary majority in a shock result that will bring market uncertainty. In earnings, Q3 news was somewhat mixed, leading to a 1% drop in the S&P 500 last week (in USD). But ahead…

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…

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…

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…