Bruno Cavalier, Chief Economist ODDO BHF In the space of just a few weeks, the situation in the UK changed dramatically. After a 70 year reign, the much loved and respected Queen passed away. Meanwhile, less than a month into the job, the new ...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management The award of the Nobel prize for economics to former Fed chair Ben Bernanke was a reminder, if one was needed, of the critical role of central banks in maintaining financial ...

Véronique Gomez and Pierre Toussain, Real Estate portfolio Managers, ODDO BHF AM Why such a drop in prices? We are going through very challenging times. The listed property sector which investors regard as a bond proxy, is being hit by spi...

Laurent DENIZE, Global CIO, ODDO BHF AM. The STOXX 600 (broad European index) has reached a new low of 380 for a valuation (Price/Earnings ratio over the next 12 months) of 10.4x, the lowest level recorded since the COVID crisis (10.3x on 18/03...

US real estate was at the centre of the financial crash in 2008 and the housing sector is back in focus again as unaffordability returns to its peak of 2005-2007, bringing back bad memories. This time around, US housing is unlikely to threaten ...

By Ole Hansen, Head of Commodity Strategy, Saxo Ole Hansen The commodity sector, led by crude oil and fuel products, continued to show strength despite ongoing concerns that central banks’ battles against inflation through aggressively hik...