It may take at least a few days for the implications of these results to sink in, not least in terms of who will negotiate with whom and on what timetable, also given possible changes in party leadership. In terms of economic policy implications, ...

By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE. After the German election on 23 February 2025, a coalition government between the CDU/CSU and the SPD is emerging. It would be the fifth black-red coalition in the history of...

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...

Launched five years ago with a focus on the transition theme, R-co 4Change Net Zero Equity Euro has upheld its ESG commitments while delivering a performance that stands out among other ‘climate’ funds. While its positioning has so far prove...

Prof. Dr. Jan Viebig Global Co-CIO, ODDO BHF AM. "Hope dies last. A clear reform agenda could revitalise growth and lead to greater prosperity and employment." Is Germany once again the "sick man of Europe"?, economics columnist Martin...

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. ...