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Premium brands : travel moves upmarket

According to Gillian Diesen, Senior Client Portfolio Manager at Pictet Asset Management, the travel landscape is shifting, with both leisure and business travel bouncing back strongly post-pandemic, with the emphasis on higher quality experiences. The real growth is in "bleisure," an intermediate, hybrid form of business…
LFI
25 June 2024
Investing

Horizon 2024 – Gearing up for change

Find below a comment by César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. This year’s edition of Horizon presents Pictet Wealth Management’s vision of strategic asset allocation issues and provides 10-year forecasts and analysis for over 50 asset classes across bonds, equities, alternatives and cash in…
LFI
24 June 2024
500 Indian rupee banknoteInvesting

Fund Insight: ODDO BHF AM Active Small Cap

Story of the month Indian stocks have taken a significant hit, falling 8.5% as June 4th election result was not as decisive as early exit polls had predicted. What is actually at stake in India right now? MACRO UPDATE The world’s most populous nation since…
LFI
24 June 2024
silhouette photography of treeNews

Fund Insight: ODDO BHF POLARIS FUNDS RANGE

Story of the month According to a study by Boston Consulting in 2015, more than half of all company acquisitions destroy value for their shareholders. But here too, more practice makes perfect. According to the consultancy, companies that regularly acquire other companies increase their sales…
LFI
20 June 2024
red and black abstract illustrationNews

Fund Insight: ODDO BHF AM Artificial Intelligence

Story of the month This month, we take a look at the application of Artificial Intelligence ("AI") to the Central Nervous System and neurological diseases as a whole (Parkinson's, Huntington’s, Alzheimer's, etc.), taking stock of the breakthrough already achieved by Neuralink, while also discussing possible…
LFI
19 June 2024
green and black planet illustrationNews

Fund Insight: ODDO BHF AM Green Planet

Story of the month Corporate Power Purchase Agreements are green electricity purchase contracts used by companies and have seen an average growth of 27% over the last 5 years. They have the advantage of fixing a guaranteed price over an average period of 15 years,…
LFI
19 June 2024
an aerial view of a forest with a lake in the backgroundInvesting

Monthly investment brief

‘SMID’ is beautiful… despite France Laurent Denize, Global Co-CIO, ODDO BHF AM. "It is time to re-invest in the Small and Mid-Caps segment with a preference for Mid over Small. EPS growth momentum is better for pretty similar valuation discounts. " Europe faces significant structural…
LFI
19 June 2024
Investing

Weekly View: Uncomfortable

Macron’s gamble César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review US equity indexes rose last week, with the S&P 500 up 1.6% and the Nasdaq up 3.3% (both indexes in USD). Some prominent tech-related names were at the forefront of gains, while…
LFI
19 June 2024
Investing

Combine French and Spanish Government Bonds in a Savings Plan

Take advantage of the turmoil in the bond markets to build a position. Since the results of the European elections in France showed a massive victory for the far-right, and the subsequent announcement by President Emmanuel Macron of the dissolution of the French National Assembly,…
EFI
18 June 2024