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Monthly Archives

June 2024

Investing

Secular Outlook 2024

Our analysis shows the dispersion of returns across domestic equity and bond markets will decline over the next five years. This suggests investors should consider investing across sectoral lines and allocate more of their capital to corporate bonds. Overview : What to expect from markets…
LFI
27 June 2024
News

Brand innovation: not tech, but design

In the fashion industry, innovation sells, but it is not the sort of innovation that most people might expect, highlightsn Gillian Diesen, Senior Client Portfolio Manager at Pictet Asset Management. Innovation is often understood as technical innovation, i.e., new materials and new applications of existing technologies, and…
LFI
26 June 2024
refill of liquid on tubesNews

ONWARD® Medical Announces Participation in Stifel European Healthcare Summit

CEO Dave Marver will meet with investors to discuss the Company’s achievements and upcoming milestones EINDHOVEN, the Netherlands — June 26, 2024 — ONWARD Medical N.V. (Euronext: ONWD), the medical technology company creating innovative spinal cord stimulation therapies to restore movement, function, and independence in…
LFI
26 June 2024
News

Premium brands : travel moves upmarket

According to Gillian Diesen, Senior Client Portfolio Manager at Pictet Asset Management, the travel landscape is shifting, with both leisure and business travel bouncing back strongly post-pandemic, with the emphasis on higher quality experiences. The real growth is in "bleisure," an intermediate, hybrid form of business…
LFI
25 June 2024
Investing

Horizon 2024 – Gearing up for change

Find below a comment by César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. This year’s edition of Horizon presents Pictet Wealth Management’s vision of strategic asset allocation issues and provides 10-year forecasts and analysis for over 50 asset classes across bonds, equities, alternatives and cash in…
LFI
24 June 2024
500 Indian rupee banknoteInvesting

Fund Insight: ODDO BHF AM Active Small Cap

Story of the month Indian stocks have taken a significant hit, falling 8.5% as June 4th election result was not as decisive as early exit polls had predicted. What is actually at stake in India right now? MACRO UPDATE The world’s most populous nation since…
LFI
24 June 2024
silhouette photography of treeNews

Fund Insight: ODDO BHF POLARIS FUNDS RANGE

Story of the month According to a study by Boston Consulting in 2015, more than half of all company acquisitions destroy value for their shareholders. But here too, more practice makes perfect. According to the consultancy, companies that regularly acquire other companies increase their sales…
LFI
20 June 2024
red and black abstract illustrationNews

Fund Insight: ODDO BHF AM Artificial Intelligence

Story of the month This month, we take a look at the application of Artificial Intelligence ("AI") to the Central Nervous System and neurological diseases as a whole (Parkinson's, Huntington’s, Alzheimer's, etc.), taking stock of the breakthrough already achieved by Neuralink, while also discussing possible…
LFI
19 June 2024
green and black planet illustrationNews

Fund Insight: ODDO BHF AM Green Planet

Story of the month Corporate Power Purchase Agreements are green electricity purchase contracts used by companies and have seen an average growth of 27% over the last 5 years. They have the advantage of fixing a guaranteed price over an average period of 15 years,…
LFI
19 June 2024