EFI

The ODDO BHF AM Private Assets team is launching its first European long-term investment fund. Called ODDO BHF Commit for Tomorrow ELTIF, it has been structured in accordance with ELTIF 2.0, a regulation meant to promote access to private equity by a greater number of…

Payroll eclipse César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Last week was an unsettled one for markets rattled by geopolitics and doubts about the timing and extent of Fed rate cuts. The S&P 500 returned -0.9% on the week…

Comments by Franck Dixmier, Global CIO Fixed Income at Allianz Global Investors. The ECB is likely to maintain the status quo at its monetary policy meeting on 11 April. But it should give some indication of a first rate cut, which we estimate to be…

A workshop on private equity, organised by ODDO BHF AM in Paris, showed that private equity remains a fixture in a portfolio, but there are additional areas of focus. Managing Director Jérôme Marie, responsible for private equity at ODDO BHF AM, began his presentation by…

Points to ponder for the Fed César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW In a shortened week, US equity markets continued to grind forward, with the S&P 500 managing a return of over 10% (in USD) in Q1 as…

Immediate market impact of policy changes should be muted. By Dong Chen, Chief Asia Strategist and Head of Asia Research at Pictet Wealth Management. On 19 March, the Bank of Japan abandoned its negative interest-rate policy, announcing a rise in its benchmark overnight rate from…

The Fed wants to cut César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW The generally dovish tone of central bank comments last week—with rate cuts still on the cards in June in the US, the euro area and the UK—meant…

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 two superpowers have been…

RIP NIRP César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Last week was a poor one for US equities as inflation data caused market participants to scale back their expectations for rate cuts. Economically sensitive US small caps were especially…

Laurent Denize, Global Co-CIO, ODDO BHF AM. " The current situation differs from that observed in 1999, as the valuations of tech companies - far from being exuberant - are today justified by the strength of their economic fundamentals" Large-cap growth stocks are once again…