April 2025

With China's economic recovery gathering strength, we expect emerging market stocks and bonds to fare better than their tariff-hit developed market peers over the coming months. Asset allocation: Trump policies give emerging markets the upper hand Financial markets risk losing their bearings. Primarily because the…

Prof. Dr. Jan Viebig, Chief Investment Officer ODDO BHF Asset Management. US President Donald Trump's economic policy poses significant risks to financial markets and currency relations. Curbing the US trade deficit is undoubtedly high on Trump’s agenda, but this priority could also have serious repercussions…