Opinion

Market comments Opinion

US Midterms: A Political Shift, but No Reason for a Strategic Shift

Laurent DenizeChief Investment Officer ODDO BHF Asset Management & Global Co-CIO ODDO BHF Over the past few days, our Global Investment Committee has closely discussed the US midterm elections and their possible impact on financial markets. Ahead of the vote, we considered a Democratic victory…

MLI05 November 2026

Market comments News Opinion

Pictet Wealth Management – Weekly View: Trump-Musk break-up

Fiscal fight President Trump’s “bromance” with Elon Musk, the world’s richest man, broke up last week as Musk attacked Trump’s Big Beautiful Bill as an abomination. The Congressional Budget Office (CBO) estimated the Bill would increase primary budget deficits by USD 2.4 trillion over the next 10…

César Pérez Ruiz14 June 2025

Opinion

ODDO BHF Polaris – Tariff conflict: How robust are companies, and what can they do to respond to uncertainty?

Donald Trump’s aggressive tariff policy is keeping the world on edge. The US has become less reliable as a trading partner and less attractive than in the past as a destination for European companies exporting their products. Higher tariffs and increased uncertainty are having a…

Tilo Wannow14 June 2025

US Midterms: A Political Shift, but No Reason for a Strategic Shift

Pictet Wealth Management – Weekly View: Trump-Musk break-up

ODDO BHF Polaris – Tariff conflict: How robust are companies, and what can they do to respond to uncertainty?

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