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…

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…

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…

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…