Institutional investors have adapted their asset allocation to a changed market environment in recent years. Persistently low interest rates and volatile equity markets have had an impact on the assessment […]
Empirical evidence thus shows that the efficient market hypothesis can at best be understood in normative terms but its basic grounding in reality is by no means assured. This is […]
Take a breath and be on the lookout for opportunities that will inevitably emerge from this new environment It turns out the Cassandras were right after all: the equity markets did suffer a correction […]
Interview with Nicolas Jacob, Head of ESG research at ODDO BHF Asset Management SAS What are the risks and opportunities in being the first to integrate ESG criteria? ESG integration […]
“Business investment is very high and the level of unemployment is so low that there are more jobs to fill than unemployed for the first time in history.” This is […]
The first half of 2018 was tumultuous to say the least. Macroeconomic and microeconomic events have shaken markets and led to poor performances across asset classes. However, we remain confident […]
Opportunities in fixed income exist… and the drivers for performance are: carry spread tightening roll – down Oddo BHF has a great expertise in this area…
Risks and tensions have been piling up for several months now–geopolitically, in particular with the trade disputes between the United States and China and, to a less erextent, macroeconomically. Tensions […]
