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Market Insights 11.12.2024
European Exceptionalism?

Divergence between the US and Europe should continue to shape the narrative in 2025, and in particular the one trend that has persisted in recent quarters and that investors shouldn’t resist: US exceptionalism. In terms of absolute performance, in late November the S&P 500 registered its 60th record closing high this year.

Market Insights 18.11.2024
The economic policy challenges of the next German Federal Government

The new elections in Germany and a possible political reorientation are unlikely to fundamentally change the difficult situation of the German economy overnight. Structural changes take time.

Market Insights 14.11.2024
China's bazooka versus Trump's victory

As the world’s second-largest economy, China has much to offer and should be included in any globally diversified portfolio. Short-term complexities do not rule out building positions in Chinese quality stocks with strong potential.

Presentation

ODDO BHF Asset Management, a leading independent asset manager in Europe

It is the common brand of three legally separate asset management companies: ODDO BHF AM SAS (France), ODDO BHF AM GmbH (Germany) and ODDO BHF AM Lux (Luxembourg).

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