Prof. Dr. Jan Viebig, Chief Investment Officer ODDO BHF Asset Management. For investors, the current market environment requires two apparently contradictory virtues: first, the ability to react quickly to changing conditions and, second, solid convictions to stay the course in the face of uncertainty. Major…

Tilo Wannow, ODDO BHF Asset Management. Capital markets have undergone a complete turnaround. At the beginning of the year, US equities were in demand, but with the inauguration of Donald Trump, market sentiment shifted radically in the other direction and European equities, which had previously…

Trump tariffs César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. President Trump said he was placing 25% tariffs on auto imports to foster domestic manufacturing, raising market concerns about a global trade war and sending US equities lower. The auto tariffs, which are growth negative and…

Steve Huguenin-Virchaux, Head of Total Return Equities CPM and Business Strategy Pictet Asset Management. In an era of volatile markets and lower yields, hedge funds offer diversification, with the potential of improved returns and downside protection. Hedge funds are firmly back on investors’ radar– and…

Prof. Dr. Jan Viebig, Chief Investment Officer ODDO BHF Asset Management. "US President Donald Trump has made good on his threat and sharply increased tariffs on imports into the US." In our view, these measures are harmful and risky for two reasons: 1) By unilaterally…

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…

The trade war is increasing uncertainty and systemic risks on the financial markets. The weighting of equities has been reduced to neutral, in favour of gold. The improvement in economic fundamentals is leading us to favour European equities. In his recent update on the economic…

Charles-Edouard Bilbault, Global Equities Portfolio Manager & Klara Sok R-co Thematic Blockchain Global Equity Co-Portfolio Manager Rothschild & Co Asset Management. Over 50% of Fortune 100 companies are executing a strategy based on Blockchain technology. The large-scale adoption of this technology is underway and accelerating.…

Global markets have performed poorly in recent weeks, marked by Trump’s policy of chaos. The technology sector was hit especially hard, with the Mag7 index recording in February its worst month since the end of 2022 relative to the S&P 500. Semiconductor companies involved in artificial…