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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
Investing

ONWARD® reports 2023 Half Year Results and Business Update

US commercialization of ARC-EX™ expected 2H 2024 with USD 30,000 anticipated price Clinical study initiated pairing ARC Therapy™ with a brain-computer interface to restore use of legs and upper extremities ONWARD Medical N.V. (Euronext: ONWD), the medical technology company creating innovative therapies to restore movement,…
EFI
19 September 2023
gray pier on body of waterInvesting

China: no systemic financial risk, but lower long-term growth

By Dong Chen,Head of Asia Macroeconomic Research, Ling Chen, Graduate, and Julien Holtz, Emerging Market Strategist, Pictet Wealth Management. Near-term risks have been overblown and Chinese equities could hold upside potential In recent weeks, missed debt repayments by another major property developer and one of the largest shadow-banking institutions have triggered fears…
LFI
18 September 2023
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China’s economy could stabilise

By Dong Chen, Head of Asia Macroeconomic Research and Ling Chen, Graduate, Pictet Wealth Management. Strengthening policy support and signs that manufacturing is stabilising could point to a moderate recovery over the rest of the year. Since late August, policy support in China has picked up in pace and strength. While…
LFI
15 September 2023
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ODDO BHF AM Green Planet

Story of the month The energy transition will require massive growth in the electrification of transport, industry and buildings, making it essential to transform electricity networks in an unprecedented way. In 2022, 274 billion dollars were invested in the modernisation and creation of electrical infrastructures,…
LFI
15 September 2023
white concrete building under blue sky during daytimeInvesting

ODDO BHF AM Polaris Funds Range

Story of the month EARNINGS GROWTH DESPITE ECONOMIC SLUMP? INSIGHTS FROM THE REPORTING SEASON Despite higher interest rates and other negative factors, the major stock indices are holding up surprisingly well. Probably the most important factor for long-term price gains is the further course of…
LFI
15 September 2023
Investing

The start of a new era…

In the previous Fund Insights of ODDO BHF AM, they have mentioned on numerous occasions the growing and major importance of Artificial Intelligence in Life Sciences as a whole. In the past, for example, they have elaborated the contribution of AI to the development of…
EFI
15 September 2023