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LFI

Investing

Fund Insight: ODDO BHF POLARIS FUNDS RANGE

Story of the month Three British economists - Paul Marsh and Mike Staunton of the London Business School and Elroy Dimson of Cambridge University - have undertaken a painstaking task : they have traced 35 stock markets around the world back as far as possible…
LFI
24 May 2024
man in black jacket smokingInvesting

Focus on Metals

Metallurgy, the main tool of the industrial transition Antoine Chacun, Managing director– ODDO BHF Metals. “Europe must conduct precisely the reverse policy to help decarbonize global metal industries. We must reduce our metallurgical deficits and encourage local competitive production by ensuring that local processing industries…
LFI
24 May 2024
a very tall building with lots of windowsInvesting

Euro area wages: the final check ​ ​ 

Here is a new comment from Frederik Ducrozet, Head of Macroeconomic Research, at Pictet Wealth Management, on euro area wages following today’s (strong) number, and below a short summary. Euro area negotiated wage growth surprised to the upside in Q1, rising to 4.7% YoY from 4.5%…
LFI
24 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
Investing

Macroeconomic view

Europe at the polls: what’s at stake for the future ? Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: The ​ ​ last ​ ​ parliamentary ​ ​ term ​ ​ was ​ ​ marked ​ ​ by ​ ​ the pandemic and…
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
Investing

​ Insights

The case for private debt in a widening funding gap Andreas Klein, Head of Private Debt Pictet Asset Management. With banks curtailing lending, private debt can step in to support healthy companies. Scarcity of capital and higher funding costs make today’s credit backdrop extremely difficult…
LFI
17 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
Investing

Data centres: embracing the impact of AI

As AI fuels the need for ever more data, we require data centres to store and process all the information securely. Businesses which contribute to the efficiency of data centres will have the upper hand. Rachele Beata, Investment Manager Pictet Asset Management. The rise of…
LFI
17 May 2024
Investing

Barometer: Stars align for European equities

May 2024 Economic conditions in Europe are improving while interest rates in the region could soon head lower. This augurs well for European stocks, which we upgrade to overweight. Asset allocation: Europe edges ahead April proved a cruel month for risky assets, but we believe…
LFI
13 May 2024