February 2024

Story of the month by ODDO BHF Asset Management. Widely used in many sectors owing to their exceptional properties, perfluorinated substances, known as "eternal pollutants", have been the subject of a wave of regulation in recent years, with the ultimate aim of banning them in…

ODDO BHF Asset Management. The final communiqué of COP 28 in December 2023 marks a historic turning point in the fight against global warming. By stressing the need to "'transition away from fossil fuels in energy systems" in the coming decades, oil, gas and coal…

Bonds are expected to have more volatility than in the past: this will offer careful investors rewarding opportunities. Mary-Therese Barton, Chief Investment Officer Fixed Income Pictet Asset Management. It’s a new era for fixed income investing. Investors are only slowly catching on to how significant…

Tipping point César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week was marked by blow-out results from the world’s leading AI-related chip maker. Seen as a bellwether for the AI boom, the company’s guidance was also strong. Together with a small number of…

Story of the month by ODDO BHF Asset Management. E-scripts democratization is currently booming in Germany with a dramatic +182% increase in redeemed eRx, testifying to a favorable environment regarding the political framework, customer behaviors and the ongoing digitalization trend in pharmaceuticals. A SUPPORTIVE REGULATORY…

Why we see value in technology? Richard Clarke-Jervoise, Managing partner – ODDO BHF Private Equity, Venture Capital. “Given the improvement in the investment environment, we believe that now is a good time for investors with long-term capital available to build portfolios of fast-growing, disruptive companies…

France-Germany, the sick couple of Europe Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: The European economy has been stagnant for nearly two years. The growth outlook for 2024 is gloomy, especially in Germany and France. The Franco-German partnership has weakened, both politically…

Long-term investors should not fear the US election Prof. Dr. Jan Viebig Global Co-CIO, ODDO BHF AM. "Investors with a long-term perspective, such as a ten-year horizon, can afford to be somewhat relaxed about the impact of the US election on their assets." The outcome…