EFI

Another surprising election result. The week in review Japan’s ruling coalition led by the LDP lost its parliamentary majority in a shock result that will bring market uncertainty. In earnings, Q3 news was somewhat mixed, leading to a 1% drop in the S&P 500 last week (in USD). But ahead…

DRIVERLESS CARS AT YOUR SERVICE Yanxiu Gu, Product specialist, Chinese equities ODDO BHF AM. " The industry’s growth is being propelled by collaboration between tech companies, car manufacturers, ride- hailing platforms, and hardware suppliers, forming a comprehensive ecosystem to accelerate innovation" In Wuhan, a major…

Europe desperately seeking growth Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: After a decent start to the year, the European economy is showing signs of weakness. The ​ ​ recovery ​ ​ is ​ ​ being ​ ​ threatened ​ ​ by…

The recession that isn't happening: don't underestimate the growth potential of the US economy Prof. Dr. Jan Viebig Global Co-CIO, ODDO BHF AM. "In the future, a temporary slowdown in economic activity is possible, but a recession seems unlikely. To what extent the outcome of…

SpaceX soft landing, US economy next? The week in review US growth is proving buoyant, tempering expectations about the pace of further interest rates cuts by the Federal Reserve as evidence mounts that the economy is on track for a soft landing. SpaceX achieved a…

This autumn, Rothschild & Co Asset Management holds onto its position as leading independent asset management company in France in terms of inflows (excluding money markets)1, and 44th out of the 2,500 European asset management companies2. The Rothschild & Co group's asset management company recorded…

US election countdown - America First vs. continuity Please find below a new comment from Xiao Cui, Senior Economist at Pictet Wealth Management, and the CIO research team, ahead of the upcoming US election With just 18 days until Election Day, Trump and Harris remain…

Laurent Denize, Global Co-CIO, ODDO BHF AM. "There's no need to look only to the United States or Asia for green gems - there are plenty of them in Europe! ... and the timing is perfect: GO for Green!" Since the peak in January 2021,…

Story of the month US STOCK MARKET - OVERVALUED OR FAIRLY VALUED? "Political stock markets have short legs" is a stock market adage that says political events such as elections or wars have no lasting impact on stock prices. Nevertheless, investors tend to become more…