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AllianzGI to vote against Woodside Energy’s Climate Transition Action Plan and the election of the chair of the board

Allianz Global Investors (AllianzGI), one of the world’s leading active investment managers, has announced today that it intends to cast its proxy vote against item 6, Climate Transition Action Plan and 2023 Progress report at the upcoming annual general meeting of the shareholders of Woodside…

LFI10 April 2024

Investing

ODDO BHF Asset Management launches its first ELTIF 2.0 fund, ODDO BHF Commit for Tomorrow ELTIF, with the goal of financing tomorrow’s solutions

The ODDO BHF AM Private Assets team is launching its first European long-term investment fund. Called ODDO BHF Commit for Tomorrow ELTIF, it has been structured in accordance with ELTIF 2.0, a regulation meant to promote access to private equity by a greater number of…

EFI09 April 2024

Investing

Weekly View: A story of two halves

Payroll eclipse César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Last week was an unsettled one for markets rattled by geopolitics and doubts about the timing and extent of Fed rate cuts. The S&P 500 returned -0.9% on the week…

EFI09 April 2024

a bar of chocolate next to a pile of nuts

Investing

The bitter taste of cocoa

By Alexis Bienvenu, Fund Manager, La Financière de l’Echiquier (LFDE) Cocoa has smashed its all-time records. At the beginning of April, the cocoa futures contract topped 10,000 dollars per tonne on the New York stock exchange after averaging 3,000 dollars over recent decades. A 260%…

LFI09 April 2024

Investing

ECB preview: A dovish hold paves the way for a first rate cut in June

You will find below a commentary by Frederik Ducrozet, Head of Macroeconomic Research, at Pictet Wealth Management, ahead of this Thursday’s ECB meeting. With a majority of Governing Council (GC) members now seemingly united behind a first rate cut in June, this week’s meeting will largely be…

LFI08 April 2024

Investing

No change of plan for the ECB

Comments by Franck Dixmier, Global CIO Fixed Income at Allianz Global Investors. The ECB is likely to maintain the status quo at its monetary policy meeting on 11 April. But it should give some indication of a first rate cut, which we estimate to be…

EFI08 April 2024

Investing

“Private equity remains a must”

A workshop on private equity, organised by ODDO BHF AM in Paris, showed that private equity remains a fixture in a portfolio, but there are additional areas of focus. Managing Director Jérôme Marie, responsible for private equity at ODDO BHF AM, began his presentation by…

FJV05 April 2024

Investing

Weekly View: Inflation: we’re not there yet

Points to ponder for the Fed César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW In a shortened week, US equity markets continued to grind forward, with the S&P 500 managing a return of over 10% (in USD) in Q1 as…

EFI03 April 2024

Tom Morin, new Sales Manager at ODDO BHF AM

Time to put your money back to work

Weekly View: All eyes on the Fed

AllianzGI to vote against Woodside Energy’s Climate Transition Action Plan and the election of the chair of the board

ODDO BHF Asset Management launches its first ELTIF 2.0 fund, ODDO BHF Commit for Tomorrow ELTIF, with the goal of financing tomorrow’s solutions

Weekly View: A story of two halves

The bitter taste of cocoa

ECB preview: A dovish hold paves the way for a first rate cut in June

No change of plan for the ECB

“Private equity remains a must”

Weekly View: Inflation: we’re not there yet