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Market Insight 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.

Market Insight 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.

Market Insight 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.

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ODDO BHF Asset Management, una società di gestione leader e indipendente in Europa

È il marchio colletivo di tre società di gestione patrimoniale giuridicamente distinte: ODDO BHF AM SAS (Francia), ODDO BHF AM GmbH (Germania) e ODDO BHF AM Lux (Lussemburgo).

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