Perspectivas de mercado

Europe's comeback and the hope for a near end to the interest rate hike cycle

Financial markets got off to a good start in 2023. Since the beginning of the year, the broad US stock index S&P 500 has risen by more than 8% in US dollar terms and the Euro Stoxx 50 by more than 11% in euro terms.

Perspectivas de mercado

Investment strategy Q1 2023 - On your marks

The past year was perceived by most observers as historic. With the war in Ukraine, the sharp rise in inflation, the quick departure from the era of cheap money and the energy shock, there was a cornucopia of burdening factors for investors. In the capital markets, equities fared poorly, losing an average of 15 per cent, but except for overvalued technology stocks, this was not a disaster if compared with other stock market crashes of the recent past.

Noticias corporativas

26th edition of the ODDO BHF Forum: a turning point in time, which requires new balances

The German-French banking Group ODDO BHF will hold its annual forum in a completely new format from January 5 to 16, 2023. The ODDO BHF Forum, one of the most important economic and financial events to kick off the year, will take on a new dimension this year

Perspectivas de mercado

“And yet…” (a tribute to Charles Aznavour)

And yet… 2022 was shaping up to be a great year. The year of monetary policy normalisation, a gentle, gradual and calm normalisation.