Tilo Wannow, ODDO BHF Asset Management. Capital markets have undergone a complete turnaround. At the beginning of the year, US equities were in demand, but with the inauguration of Donald Trump, market sentiment shifted radically in the other direction and European equities, which had previously…

Will 2025 be any different? Is this the year of PSG? asks David Kruk, Head of the Trading Desk at LFDE, in his monthly update. PSG has never won the Champions League, and Europe has rarely topped the league tables for stock market performance on…

Charles-Edouard Bilbault, Global Equities Portfolio Manager & Klara Sok R-co Thematic Blockchain Global Equity Co-Portfolio Manager Rothschild & Co Asset Management. Over 50% of Fortune 100 companies are executing a strategy based on Blockchain technology. The large-scale adoption of this technology is underway and accelerating.…

Global markets have performed poorly in recent weeks, marked by Trump’s policy of chaos. The technology sector was hit especially hard, with the Mag7 index recording in February its worst month since the end of 2022 relative to the S&P 500. Semiconductor companies involved in artificial…

Wait and see César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The US Federal Reserve left rates unchanged last week and maintained a cautious policy stance, citing high uncertainty. The decision to hold steady earned the Fed a rebuke from President Trump, who said it…

Brice Prunas, Artificial Intelligence thematic manager, ODDO BHF Asset Management. "Artificial intelligence feeds on data, and the largest database inthe world can be found in the human body. " A theme with structural implications that we see as offering market opportunities is healthcare in connection…

In 2000, Pictet boldly launched its Water investment strategy, a pioneering approach that has since become a cornerstone of thematic investing. As we celebrate its 25th anniversary, we reflect on the journey, the successes, and the challenges faced by the team that turned a visionary…

Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: Donald Trump launched a tariff war earlier and more aggressively than during his first term. This has led to economic instability which has lowered household and market confidence The US economy is likely to slow…