Christoph Ohme, CFA, Head of German Equities ODDO BHF AM GmbH. “Structural demand will remain with us for a long time to come” – Fund manager Christoph Ohme on investments in defense. Many investors are wondering whether defense and military stocks can offer stable returns…

Réveil brutal César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Revue hebdomadaire Après une semaine de guerre en Iran, le scénario hypothétique d’une fermeture du détroit d’Ormuz est devenu réalité. La semaine dernière, seule une poignée de navires ont réussi à traverser le détroit,…

Norman K., an independent wealth management platform dedicated to international entrepreneurs and prominent families, officially inaugurated its new office in Luxembourg on 4 March 2026. The inauguration evening, held at Tero House17 Luxembourg, marked an important milestone for the Norman K Group, which was delighted…

Iran conflict widens Iranian Supreme Leader Ayatollah Ali Khamenei and 40 top officials were killed in joint US and Israel strikes on Saturday, an assault that triggered retaliatory strikes by Tehran across the Middle East. With Operation Eric Fury, US President Donald Trump is aiming for…

According to Pictet AM, geographic diversification, with Asia (Japan, China, Vietnam) as the top zone, should deliver the best performance over the next few quarters. Active management is a good idea for investing in Europe and in AI stocks, with robotics as the first choice.…

Grégoire Kounowski, Head of Advisory at Norman K. The joint operation carried out by the United States and Israel against Iran marks a turning point in the intensity of the conflict and increases the risk of regional destabilization. The sudden military escalation observed in the…

Paul Reuge, European Equities Portfolio Manager Rothschild & Co Asset Management. Will the performance of listed properties companies in 2026 be able to exceed returns on equity that are close to historical highs¹? The question is legitimate after the performance of the 2025 vintage, which on average…

Yanxiu Gu, Fund manager, ODDO BHF China Equity Stars, at ODDO BHF AM February 2026 After three years of bear market, China is again attracting interest from international investors according to us. The turning point came in late September 2024, when Beijing launched a strong…