Articles


ODDO BHF Asset Management.
BAD HABIT IN FINANCE DEPARTMENT
The reporting season for the last quarter has once again brought to light a bad habit of many companies' finance departments: the art of creative accounting. In our view, this ...
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You will find below a commentary by Xiao Cui, Senior Economist at Pictet Wealth Management, reacting to yesterday's Fed meeting.
The FOMC boosted its growth and inflation projections, but the median dot for 2024 stayed at three cuts. Th...
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We are often confronted with a legitimate question: "Is artificial intelligence showing the characteristics of a stock market bubble? This month, we take a look at Nvidia 's remarkable stock market performance over the past year and analyse...
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Bruno Cavalier, Chief Economist ODDO BHF Asset Management.
KEY HIGHLIGHTS:
The global economy has proven surprisingly resilient to shocks over the past two years.
Disinflation and lower rates should extend the soft- landing path.
...
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Global investment in the energy transition reached a record $1,769 billion in 2023, up 17% year-on-year. Electric vehicles and charging infrastructure were the main sources of investment, with $634 billion invested, overtaking renewable ener...
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Invest via an ETF in Mexico and Vietnam
By Matthias Baccino, Trade Republic.
On Wall Street today, the ABC acronym is doing the rounds: Anywhere But China. That US investors are ignoring Chinese stocks should come as no surprise as the...
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