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kiwis and orangesNews

Fund Insight : ODDO BHF AM Future of food

We all know and use TripAdvisor, whether it´s near our home or abroad, to find a restaurant according to our criteria. This platform allows consumers to share their opinions and thus penalise or favour certain restaurants. But what happens when restaurant owners, who until nowwere…
LFI
27 September 2023
News

There’s more to tech than ChatGPT

Generative AI may have enthused investors, but it's only a subplot in the much grander story of the technology sector's transformation. Anjali Bastianpillai ,Senior Client Portfolio Manager Pictet Asset Managment Childrens' homework, social media posts, magazine articles, books – ChatGPT can apparently do it all.…
LFI
27 September 2023
a view of a city street through a windowInvesting

Pictet Group launches inaugural Megatrending: Opportunities Ahead study

Group Corporate Communications, Pictet Group Pictet’s ‘Megatrending - Opportunities Ahead’ study reminds us of the value of turning megatrends into investment ideas. That way investors benefit and long-term commercial endeavours that have the potential to positively advance society are supported with the capital they need…
LFI
25 September 2023
Investing

Fund Insight : ODDO BHF AM Active Small Cap

From today & for decades to come, how the home is built & what it is built of will need to adapt to changes in regulation, technology, energy sources & costs, and consumer preferences. Making buildings more energy efficient will contribute significantly to the EU…
EFI
21 September 2023
a city with tall buildingsInvesting

Hovering flight or losing altitude?

Laurent Denize and Prof. Dr. Jan Viebig, Global Co-CIO ODDO BHF AM. While the holiday season in Europe was marked by extreme weather, capital markets managed to avoid major turbulence over the summer. In marked contrast to last year, when investors could do almost nothing…
LFI
20 September 2023
long straight road with trees on the sideNews

We think the Fed is done with rate hikes

Comments by Franck Dixmier, Global CIO Fixed Income at Allianz Global Investors. We do not expect a rate hike from the Fed at its 19-20 September meeting. The Fed has entered the most mature phase of its monetary tightening cycle. The markets' attention will now…
LFI
20 September 2023
Investing

Next stop, the Fed

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Hawkish Fed pause expected After the European Central Bank raised the deposit rate to an all-time high of 4% last Thursday, this will be a busy week for monetary policy. To summarise, our expectation is for…
EFI
19 September 2023