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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
gray concrete high-rise buildingNews

Leadership succession for Fixed Income platform

Michael Krautzberger to join AllianzGI from BlackRock in August Krautzberger to succeed Franck Dixmier as Global CIO Fixed Income Allianz Global Investors, one of the world’s leading active asset managers, announced today that it has appointed Michael Krautzberger as its new Global CIO Fixed Income.…
LFI
12 June 2024
an aerial view of a snow covered mountainNews

Pictet-IIF Climate

Climate Crunch: A closer look at the transition Although most investors would agree that building a net zero economy is no longer an option, but a necessity, the transition could cause considerable disruption over the next five to seven years. These are the findings of…
LFI
12 June 2024
News

Fund Insight : ODDO BHF AM Active Small Cap

Story of the month DATA CENTERPOWER CONSUMPTION 40% of global data centers are located in North America, mainly in USA, half of which being located in few states. While Western Europe accounts only for 26% of this global distribution as of today, one could expect…
LFI
29 May 2024
News

Weekly View: Breaking new ground

Roaring Kitty is back César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW “Roaring Kitty”, the social media finance influencer, re-emerged after a three-year hiatus and shares in a videogame retailer he previously favoured duly soared, with the company taking the…
LFI
22 May 2024
Donald Trump beside man in black suitNews

Monthly investment brief

US election – What to expect from Trump Season 2 Laurent Denize, Global Co-CIO, ODDO BHF AM. " As we get closer to November 2024, we expect the volatility of European sectors and stocks directly exposed to potential policy changes to rise and divergences in…
LFI
22 May 2024
News

Weekly View: Smooth path before rocky heights

Europe makes its move César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW European equities outperformed their US peers last week, with the Stoxx Europe 600 i rising 3.3% (in euros) compared to a 1.9% (in USD) rise in the S&P500…
LFI
17 May 2024
News

Panorama hebdomadaire : Toujours en bonne voie

Décision retardée, mais pas remise en cause César Pérez Ruiz, CIO et responsable des investissements, Pictet Wealth Management. REVUE HEBDOMADAIRE En fin de semaine dernière, le ralentissement de la hausse des salaires et un rapport soulignant la nette accalmie du marché de l’emploi non agricole…
PFI
07 May 2024
News

Weekly View: Still on track

Delayed but not derailed César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW US stocks got a late-week boost in the form of significant cooling in the nonfarm payrolls report for April as well as a slowdown in wage growth. Reassurances…
PFI
07 May 2024