Turning to the Forgotten André Kostolany for Guidance In recent weeks, the stock markets have been shaken to their core, and many ETF investors – the so-called "hammock investors" – have faced sharply falling prices for the first time, along with spectacular recoveries like the…

Tariff zig zag César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The US and China entered a full-on trade war, imposing tariffs of over 100% on each other’s goods in a conflict that raises both the risk of a US recession and the prospect of sharply…

The Mar-a-Lago Accord is a misguided plan to reshape global trade and finance The swift and aggressive implementation of tariffs by the Trump administration is challenging the dollar’s global role. Aggressive tariffs align with the Mar-a-Lago Accord proposal, which suggests sequencing tariffs as part of…

By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE. The magnitude of the tariff increases announced by President Trump on 2 April 2025 came as a nasty surprise. Market participants expected tariffs on goods imported to the US to be hiked from just…

Brice Prunas, Artificial Intelligence thematic manager, ODDO BHF Asset Management. "It’s now a race — not just between tech giants but also between nations. In my view, this race won’t slow down. It’s a kind of "prisoner's dilemma": no one trusts the other side to…

Comments by Michael Krautzberger, Global CIO Fixed Income at AllianzGI, ahead of the ECB meeting on 17 April. ECB set to cut rates by 25bp at the April meeting; trade war fears driving near-term expectations of the speed and scope of future rate cuts We…

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. 3 THINGS TO KNOW The US tariffs announced on 2 April are the biggest trade shock the world has seen in 100 years and the risk of recession in the US has increased substantially. A tectonic…

In late March, the ODDO BHF Asset Management Private Assets team conducted the final closing of its ODDO BHF Technology Opportunities fund, raising almost 200 million euros. The Fund received the support from European family offices and institutional investors, French, German and Swiss ones in…

Didier Bouvignies, General Partner, CIO Rothschild & Co Asset Management. Having recovered from Covid-19 and weathered the repercussions of the Russo-Ukrainian conflict, American and European equity markets, which recorded respective performances of 97% and 52% after these periods, can they now withstand Donald Trump’s new trade…

Trade war César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. President Trump announced sweeping tariffs, which Canada and China quickly met with retaliatory measures, raising the spectre of a full trade war. China is already probing a US chemicals giant as economic relations become more hostile.…