After years of lagging growth stocks, US value stocks started to stage a comeback last autumn. These undervalued companies are more sensitive to economic conditions and began to rally after successful vaccine trials paved the way for the end of lo...

For most of the 21st century, stocks and bonds have exhibited a tendency to move in opposite directions - which has allowed investors to construct diversified portfolios but also to hedge out some equity risk using bonds where appropriate. Howe...

By LAURENT DENIZE, CIO ASSET MANAGEMENT ODDO BHF AM After an excellent start to the year, buoyed by expectations of a normalisation of global growth, Chinese equities (Shanghai Shenzhen CSI 300) have underperformed since March. Let's try to und...

In this new ODDO BHF Artificial Intelligence monthly flash, we will show you the key role that artificial intelligence is playing in the document digitalisation revolution, in which e-signatures are no doubt the greatest achievement. Both companie...

Having proved resilient during the second covid wave, the acceleration of the vaccination campaign should allow a steady reopening of the Brazilian economy. With the outlook improving, expectations for GDP growth this year have risen to above 5%...

César Pérez Ruiz, Head of Investments & CIO Pictet Wealth Management News out of China has preoccupied investors of late. Following the Chinese regulator’s crackdown on domestic tech companies, which sent ride-hailing app Didi’s shares plum...