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...

Marc-Antoine Collard, Chief Economist & Head of Research A loss of economic momentum becomes more and more visible Equity markets have fallen sharply this year, nominal bond yields have risen, the US dollar has appreciated significantly...

Pictet Wealth Management’s latest positioning across asset classes and investment themes. Asset class positioning Aware of increased central bank aggressiveness, but with a recession looming and inflation possibly close to peaking, we are ...