EFI

ODDO BHF Asset Management. The final communiqué of COP 28 in December 2023 marks a historic turning point in the fight against global warming. By stressing the need to "'transition away from fossil fuels in energy systems" in the coming decades, oil, gas and coal…

Bonds are expected to have more volatility than in the past: this will offer careful investors rewarding opportunities. Mary-Therese Barton, Chief Investment Officer Fixed Income Pictet Asset Management. It’s a new era for fixed income investing. Investors are only slowly catching on to how significant…

Allianz Global Investors (AllianzGI) has carried out its annual analysis of the exercise of its voting rights at general meetings (proxy voting), based on its participation to 9,137 (2022: 10,205) shareholder meetings and its vote on nearly 100,000 (95, 512 ) resolutions tabled by the Board of…

Story of the month by ODDO BHF Asset Management. E-scripts democratization is currently booming in Germany with a dramatic +182% increase in redeemed eRx, testifying to a favorable environment regarding the political framework, customer behaviors and the ongoing digitalization trend in pharmaceuticals. A SUPPORTIVE REGULATORY…

Maria Vassalou appointed to lead new investment research capability Pictet announces the establishment of the Pictet Research Institute, a new Group-wide capability dedicated to research into topics with long-term implications for investment. Based in Geneva, the institute will engage in topics ranging from macro and…

Why we see value in technology? Richard Clarke-Jervoise, Managing partner – ODDO BHF Private Equity, Venture Capital. “Given the improvement in the investment environment, we believe that now is a good time for investors with long-term capital available to build portfolios of fast-growing, disruptive companies…

France-Germany, the sick couple of Europe Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: The European economy has been stagnant for nearly two years. The growth outlook for 2024 is gloomy, especially in Germany and France. The Franco-German partnership has weakened, both politically…

Long-term investors should not fear the US election Prof. Dr. Jan Viebig Global Co-CIO, ODDO BHF AM. "Investors with a long-term perspective, such as a ten-year horizon, can afford to be somewhat relaxed about the impact of the US election on their assets." The outcome…

Macroeconomy Recent business surveys suggest that the slump in global manufacturing might be bottoming out, although the figures remain more robust for emerging economies than for advanced ones. However, the vulnerability of some supply chains means the improvements need to be confirmed. Data released so…