Articles


Bruno Cavalier, Chief Economist ODDO BHF Asset Management.
KEY HIGHLIGHTS:
The last parliamentary term was marked by the pandemic and the war in Ukraine.
The European economy has fallen behind i...
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Laurent Denize, Global Co-CIO, ODDO BHF AM.
" As we get closer to November 2024, we expect the volatility of European sectors and stocks directly exposed to potential policy changes to rise and divergences in performance to widen."
Eve...
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In 2023, global CO2 emissions (from fossil fuels and land use) will have returned to their pre-Covid peak in 2019, at 40.9 Gt. While the downward trend of the last decade continues in Europe and the United States, with reductions of -7.4% an...
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ARC Therapy™ shown to be safe and effective in global pivotal trial*
90% of participants improved either strength or function of upper limbs*
Improvement demonstrated in participants up to 34 years post-injury*
87% of particip...
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Emerging markets are facing a wide variety of different inflation trajectories. That’s presenting attractive opportunities for investors who understand the idiosyncratic risks.
It’s become a post-pandemic truism that emerging markets (EMs) ar...
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Economic conditions in Europe are improving while interest rates in the region could soon head lower. This augurs well for European stocks, which we upgrade to overweight.
Asset allocation: Europe edges ahead
April proved a cruel mon...
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