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Perspectivas de mercado 16.10.2024
The recession that isn't happening: don't underestimate the growth potential of the US economy

When the Covid pandemic shut down the global economy in Spring 2020, it ended the longest expansion phase in US history, which lasted 42 quarters. For more than ten years, there had been repeated warnings that the next recession was imminent. But the US economy remained on a growth trajectory

Perspectivas de mercado 16.10.2024
The green rebound

Since the peak in January 2021, the performance of sustainable funds and investments linked to the ecological transition has been disappointing. However, the investment needs to meet the objectives of the Paris Agreement have not diminished, on the contrary. Capital requirements are estimated at 5,000 billion dollars per year in a 1.5°C scenario...

Perspectivas de mercado 16.09.2024
Time to put your money back to work

After a straight-line upward movement for most asset classes in Q1, Q2 has been more mixed. Entering H2, the big picture remains broadly supportive. However, beneath the surface, financial markets appear vulnerable to multiple threats, from stalling activity momentum and toppish technicals to faltering Tech leadership and election uncertainty.

Quiénes somos

ODDO BHF Asset Management, lider Europeo en la gestion de activos independiente

Es la marca conjunta de tres gestoras de activos jurídicamente independientes: ODDO BHF AM SAS (Francia), ODDO BHF AM GmbH (Alemania) y ODDO BHF AM Lux (Luxemburgo).

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