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LFI

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
News

Macroeconomic view

What risks for the global economy ? Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: The global economy has proven surprisingly resilient to shocks over the past two years. Disinflation and lower rates should extend ​ the soft- landing path. A deviation from…
LFI
20 March 2024
Mt. FujiInvesting

Japan: BoJ scraps NIRP and YCC, but keeps monetary easing

You will find below a commentary by Dong Chen, Chief Asia Strategist and Head of Asia Research at Pictet Wealth Management, on the Bank of Japan's decision to abandon its negative interest rate policy. As widely anticipated prior to the March policy meeting, the Bank…
LFI
20 March 2024
MacBook Pro, white ceramic mug,and black smartphone on tableInvesting

Credit where credit is due ​ 

During the past quarter century or so, a blend of European credit would have delivered better returns at lower risk than the standard balanced portfolio. Ermira Marika, Head of Developed Markets Credit & Nicolas Musolino, Head of Systematic Research, Developed Markets Credit, Pictet Asset Management.…
LFI
15 March 2024