Tilo Wannow, ODDO BHF Asset Management. Investors who stuck with US technology stocks last year did not do too badly. This is because US companies (but not just them) are often locked into growth stories. So, should we leave European equity markets on the sidelines?…

Reform and investment are bringing Malaysia out of the shadows, opening up new investment opportunities in emerging market equities. Tan Altundag, Investment Analyst Pictet Asset Management. Malaysia has long been ignored by emerging market investors. But our analysis – and insights gleaned from regular country…

Launched five years ago with a focus on the transition theme, R-co 4Change Net Zero Equity Euro has upheld its ESG commitments while delivering a performance that stands out among other ‘climate’ funds. While its positioning has so far proven successful, should we now fear…

Prof. Dr. Jan Viebig Global Co-CIO, ODDO BHF AM. "Hope dies last. A clear reform agenda could revitalise growth and lead to greater prosperity and employment." Is Germany once again the "sick man of Europe"?, economics columnist Martin Wolf in an article for the Financial…

Rebalancing César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The CDU/CSU conservatives won Germany’s election in a relief for markets, but they now face tough coalition talks. Smaller parties have a blocking minority that may make it difficult to push through reforms, including revisions to…

By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE. After the German election on 23 February 2025, a coalition government between the CDU/CSU and the SPD is emerging. It would be the fifth black-red coalition in the history of the Federal Republic after…

Turning a cold shoulder to the US market remains a bad idea. For any attentive investor, the outperformance of US equities against European equities has been massive for years. The statistics don’t lie. With the exception of 2017 and 2022, US equities have systematically outperformed…

Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: For more than two years, monetary policy had been tightened almost everywhere in the world. Progress in disinflation from 2023 onward has enabled a reversal. Last year, policy rates were cut almost everywhere, except in…