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Perspectivas de mercado 18.04.2024
The end of the American dream?

We must confess that we have a strategic "bias" in favor of the US market. The past 15 years proves us quite right. Since the end of the 2007-2008 Financial Crisis, Europe has outperformed for only 27 months, or just over 2 years. This structural outperformance of the US vs. Europe is mainly explained by a more robust EPS dynamic in the US.

Perspectivas de mercado 13.03.2024
Myths and realities

Large-cap growth stocks are once again driving the market, especially in the US where the “Magnificent Seven”, except for Tesla, dominate S&P 500 gains in 2024. US tech stocks continue to stand out, outperforming the S&P 500 by 7.4% since October 2023.

Perspectivas de mercado 14.02.2024
AI: fad or margin effect?

For the first time in 10 years, European companies are reporting results below consensus. The negative surprises are limited to just -2%, suggesting there's no immediate cause for alarm.

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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