By Francis Muyshondt. Karsten Seier has been a quant portfolio manager all his professional life. And today, he co-manages all US momentum strategies* and active ETFs at asset manager ODDO BHF Asset Management. For him, all the required informa...

Humans are scientifically referred to as Homo sapiens – the wise, rational being. In reality, however, we often act emotionally or allow ourselves to be guided by social influences, particularly when investing. Three behavioural phenomena play a c...

- Emerging markets outperformed developed markets and the US in 2025 for the first time since 2017 - Valuations remain compelling, with emerging markets trading at an approximate 40% discount to the rest of the world despite last year’s rally ...

by Cristina Matti, Head of European Small & Mid Cap Equities at Amundi European small caps are confirming their rebound in 2026. This momentum is encouraging investors to take an interest in the sector. Matti Christina After 5 years of...

Tech tantrum César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The release of a new Artificial Intelligence (AI) tool by Anthropic fuelled a heavy sell-off in software stocks last week. The technology sector is experienci...

By François Rimeu, Senior Strategist, Crédit Mutuel Asset Management Crédit Mutuel Asset Management is an asset management company of Groupe La Française, the holding company of the asset management business line of Credit Mutuel Alliance Féd...