Market Insights

China: stop or again?

After the correction seen in the first quarter, the risk/return ratio is now tilted in favour of a repositioning over the next six months, particularly in growth sectors, including the Internet.

Corporate News

ODDO BHF AM supports the first global investor engagement coalition on the ''Just Transition''

“Finance for Tomorrow” announces today the launch of the first global investor engagement coalition on the Just Transition to promote a socially acceptable transition to low-carbon economies. This coalition brings together asset managers and asset owners of the French financial ecosystem, along with corporates representing 3.6 trillion euros.

Market Insights

Bitcoin: Technological innovation or pure hype?

Blockchain is an innovative and disruptive technology, but, owing to environmental concerns, its use cannot currently be recommended. That leaves bitcoin as a vehicle for speculation.

Investment Strategy

A recovery without overheating

We are therefore favoring a "barbell" positioning: cyclical stocks in Europe to benefit from the anticipated acceleration in growth and global "green" stocks, with a strong bias towards Europe