Christoph Ohme, Fund Manager of ODDO BHF German Equities ODDO BHF AM. The new government plans to invest billions in infrastructure and defense. Will this benefit German equities? After the coronavirus crisis, Germany was the laggard i...

By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE. The magnitude of the tariff increases announced by President Trump on 2 April 2025 came as a nasty surprise. Market participants expected tariffs on goods imported to the US ...

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The US and China entered a full-on trade war, imposing tariffs of over 100% on each other’s goods in a conflict that raises both the risk of a US recession and the pros...

Brice Prunas, Artificial Intelligence thematic manager, ODDO BHF Asset Management. "It’s now a race — not just between tech giants but also between nations. In my view, this race won’t slow down. It’s a kind of "prisoner's dilemma": no on...

Schroders Capital, the $99.3 billion private markets business of Schroders , has achieved €1bn in distributions from private equity investments in European buyout and growth over the course of 2024. This achievement represents a distribution ra...

Frederik Ducrozet, Head of Macroeconomic Research, and Xiao Cui, Senior Economist, Pictet Wealth Management. The Mar-a-Lago Accord is a misguided plan to reshape global trade and finance The swift and aggressive implementation of tar...