Pictet Wealth Management. And the winner is… THE WEEK IN REVIEW Unsurprisingly, volatility has been increasing across US assets overall ahead of this week’s US elections. There were good results from some high- profile tech-related stocks late in the week, but investors continued to fret…

ODDO BHF Asset Management The US election is leaning towards a clean Republican Sweep (Republican control of the presidency and both Houses of Congress). Such a scenario, if confirmed, would give government the widest scope of action in implementing higher tariffs and lower corporate taxes.…

Another surprising election result. The week in review Japan’s ruling coalition led by the LDP lost its parliamentary majority in a shock result that will bring market uncertainty. In earnings, Q3 news was somewhat mixed, leading to a 1% drop in the S&P 500 last week (in USD). But ahead…

DRIVERLESS CARS AT YOUR SERVICE Yanxiu Gu, Product specialist, Chinese equities ODDO BHF AM. " The industry’s growth is being propelled by collaboration between tech companies, car manufacturers, ride- hailing platforms, and hardware suppliers, forming a comprehensive ecosystem to accelerate innovation" In Wuhan, a major…

SpaceX soft landing, US economy next? The week in review US growth is proving buoyant, tempering expectations about the pace of further interest rates cuts by the Federal Reserve as evidence mounts that the economy is on track for a soft landing. SpaceX achieved a…

This autumn, Rothschild & Co Asset Management holds onto its position as leading independent asset management company in France in terms of inflows (excluding money markets)1, and 44th out of the 2,500 European asset management companies2. The Rothschild & Co group's asset management company recorded…

Europe desperately seeking growth Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: After a decent start to the year, the European economy is showing signs of weakness. The ​ ​ recovery ​ ​ is ​ ​ being ​ ​ threatened ​ ​ by…