Skip to main content
search
EFI
By In Investing

A 360° View on Monetary Policies

Read Article
EFI
By In Investing

Devil in the detail

Read Article
EFI
By In Investing

International diversification offers protection against possible trade conflicts

Read Article
News

Fund Insight: ODDO BHF AM Green Planet

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…
LFI
22 March 2024
Investing

How to profit from US-China tensions?

Invest via an ETF in Mexico and Vietnam By Matthias Baccino, Trade Republic. On Wall Street today, the ABC acronym is doing the rounds: Anywhere But China. That US investors are ignoring Chinese stocks should come as no surprise as the two superpowers have been…
EFI
20 March 2024
News

Macroeconomic view

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…
LFI
20 March 2024
Mt. FujiInvesting

Japan: BoJ scraps NIRP and YCC, but keeps monetary easing

You will find below a commentary by Dong Chen, Chief Asia Strategist and Head of Asia Research at Pictet Wealth Management, on the Bank of Japan's decision to abandon its negative interest rate policy. As widely anticipated prior to the March policy meeting, the Bank…
LFI
20 March 2024
Investing

Weekly View: It’s all about the dots

RIP NIRP César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Last week was a poor one for US equities as inflation data caused market participants to scale back their expectations for rate cuts. Economically sensitive US small caps were especially…
EFI
19 March 2024
MacBook Pro, white ceramic mug,and black smartphone on tableInvesting

Credit where credit is due ​ 

During the past quarter century or so, a blend of European credit would have delivered better returns at lower risk than the standard balanced portfolio. Ermira Marika, Head of Developed Markets Credit & Nicolas Musolino, Head of Systematic Research, Developed Markets Credit, Pictet Asset Management.…
LFI
15 March 2024
Investing

Myths and realities

Laurent Denize, Global Co-CIO, ODDO BHF AM. " The current situation differs from that observed in 1999, as the valuations of tech companies - far from being exuberant - are today justified by the strength of their economic fundamentals" Large-cap growth stocks are once again…
EFI
14 March 2024