Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: For more than two years, monetary policy had been tightened almost everywhere in the world. Progress in disinflation from 2023 onward has enabled a reversal. ...

By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF Asset Management. The German economy is in a position of weakness, just as the global economy appears to be entering a more conflictual era. Trump has barrelled ahead with his pr...

For the next four years, the 47th President of the United States' propensity for permanent power struggles will fuel the uncertainties surrounding global economic dynamics. With its international allocation, R-co Valor is necessarily exposed...

Laurent Denize, Global Co-CIO, ODDO BHF AM. "For those watching the global AI race, DeepSeek’s development is a reminder that innovation doesn’t solely come from established giants. It can emerge from anywhere. No one can assume a permane...

Pourparlers de paix César Pérez Ruiz, CIO et responsable des investissements, Pictet Wealth Management. Le S&P 500 a gagné 1,5% la semaine dernière, reprenant vie après avoir digéré les chiffres de l’inflation et d’autres indicateu...

Peace talks César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The S&P 500 rose 1.5% last week, coming back to life once inflation and other data had been absorbed. Despite the drumbeat of Trump tariff threats, e...