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Focus on China

Yanxiu Gu, Product specialist, Chinese equities ODDO BHF AM. " Leading players ​ ... recognized early the need for global expansion and have achieved impressive progress." In the 1990s and early 2000s, Japanese home appliance brands like Sony and Toshiba were synonymous with quality and innovation and…
LFI
03 July 2024
News

Brand innovation: not tech, but design

In the fashion industry, innovation sells, but it is not the sort of innovation that most people might expect, highlightsn Gillian Diesen, Senior Client Portfolio Manager at Pictet Asset Management. Innovation is often understood as technical innovation, i.e., new materials and new applications of existing technologies, and…
LFI
26 June 2024
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ONWARD® Medical Announces Participation in Stifel European Healthcare Summit

CEO Dave Marver will meet with investors to discuss the Company’s achievements and upcoming milestones EINDHOVEN, the Netherlands — June 26, 2024 — ONWARD Medical N.V. (Euronext: ONWD), the medical technology company creating innovative spinal cord stimulation therapies to restore movement, function, and independence in…
LFI
26 June 2024
News

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
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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
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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
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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
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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
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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
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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