Skip to main content
search
Monthly Archives

March 2024

Investing

The Bank of Japan’s quiet revolution ​   ​ ​ 

Immediate market impact of policy changes should be muted. By Dong Chen, Chief Asia Strategist and Head of Asia Research at Pictet Wealth Management. On 19 March, the Bank of Japan abandoned its negative interest-rate policy, announcing a rise in its benchmark overnight rate from…
EFI
28 March 2024
Real Estate

Fund Insight: ODDO BHF AM Active Small Cap

Story of the month ODDO BHF Asset Management As needs for energy-efficient sustainable buildings are rising, awareness about poor air quality is increasing, and building automation demand through IoT (Internet of things) and smart homes is growing, HVAC could be an interesting positioning for the…
LFI
27 March 2024
Investing

Weekly View: Not ruling anything in or out

The Fed wants to cut César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management.THE WEEK IN REVIEWThe generally dovish tone of central bank comments last week—with rate cuts still on the cards in June in the US, the euro area and the UK—meant that equity…
EFI
26 March 2024
person holding black and brown globe ball while standing on grass land golden hour photographyInvesting

Did the global easing cycle begin this week ?​ 

Most central banks confirmed their easing bias. By Frederik Ducrozet, Head of Macroeconomic Research at Pictet Wealth Management. Most developed central banks unambiguously confirmed their easing bias this week. The Swiss National Bank became the first to deliver a 25bp cut in this cycle. Against…
LFI
25 March 2024
News

Fund Insight: ODDO BHF POLARIS FUNDS RANGE

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…
LFI
22 March 2024
News

Fund Insight: ODDO BHF AM Artificial Intelligence

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…
LFI
22 March 2024
a large cargo ship loaded with lots of containersNews

Focus on Geopolitics

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…
LFI
22 March 2024
News

Fund Insight: ODDO BHF AM Green Planet

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…
LFI
22 March 2024
Investing

How to profit from US-China tensions?

Invest via an ETF in Mexico and Vietnam By Matthias Baccino, Trade Republic. On Wall Street today, the ABC acronym is doing the rounds: Anywhere But China. That US investors are ignoring Chinese stocks should come as no surprise as the two superpowers have been…
EFI
20 March 2024