The equity-bond correlation has turned negative. But it’s the context that matters. An encouraging sign for bondholders: the 3-month equity-bond correlation has turned negative again. Granted, we were here not that long ago - there was an inve...

ODDO BHF Asset Management Lux is strengthening its presence in Benelux with the recruitment of Tom Morin as Sales Manager. He will be responsible for managing and developing relationships with French-speaking partners in Belgium and Luxemb...

“At the September FOMC meeting, central bankers cut the federal funds rate by 50 basis points to a new target range of 4.75 to 5.00 percent for the first time after holding rates at elevated levels for 14 months. This was contrary to our expectati...

Laurent Denize, Global Co-CIO ODDO BHF Asset Management. "We remain constructive on equities, with a particular focus on secular growth themes such as AI and the ecological transition. At the same time, we are adapting our portfolios to acc...

Virginie Wallut, Director of Real Estate Research and Sustainable Investment, La Française Real Estate Managers. September 2024 In the first half of 2024, the European commercial real estate market showed signs of recovery, with an increase ...

Bottom line: The ECB cut rates by 25 basis points today, as expected, having revised down its growth projections but still expecting inflation to fall to its 2% target in the second half of 2025. We think the ECB could cut again this year as rates...