News
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ODDO BHF sets new ambitions in Corporate Finance with the appointment of Christian Zahn as Head of Investment Banking
ODDO BHF appoints Christian Zahn as Head of Investment Banking and member of the Group Management Committee (GMC) with effect from September 1, 2024. As a partner of the Group, Zahn will be responsible for all of the Group's investment banking activities as well as the Institutional Fund Platform.
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‘SMID’ is beautiful… despite France
Europe faces significant structural challenges that impact its productivity compared to the US. Market fragmentation and regulation, a high proportion of small businesses, elevated taxes and lower R&D spending are some of the key contributors to this disparity.
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Where is France heading?
In France, the recent elections for the European Parliament ended in a rout for the presidential party. It garnered half the votes of Marine Le Pen's Rassemblement National (RN), at 14.6% and 31.3% respectively. Although this outcome had been predicted by polling institutes, the defeat remains a hard pill to swallow for Emmanuel Macron.
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Alexander Ilgen joins ODDO BHF as Chief Financial Officer
ODDO BHF announces the appointment of Alexander Ilgen as Chief Financial Officer and Head of Corporate Development with effect from September 1, 2024. In this function, Alexander Ilgen will be a member of the Group Management Committee (GMC) as well as member of the Management Board of ODDO BHF SCA and of the Management Board of ODDO BHF SE.
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US public debt: a potential “Liz Truss” scenario?
If a frog is thrown in boiling water, it will leap out instantly. But if placed in cold water that is slowly heated, it will supposedly stay there. As the tale goes, the frog only perceives the slow change in temperature as a danger when it is beyond saving. In reality of course, frogs are not that foolish. Rather, the story serves as a parable for the following point: people often seem to ignore slowly building risks until it is too late.
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Metallurgy, the main tool of the industrial transition
“In the next 30 years, we will have extracted as much [metals] as since the start of humanity!” – Philippe Varin in his report on Securing the Supply of Mineral Raw Materials.
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The environment for equities remains favourable in our view
Three British economists—Paul Marsh and Mike Staunton of the London Business School, and Elroy Dimson from Cambridge University—have embarked on a meticulous endeavour: they have traced 35 stock markets around the world as far back as possible to test a core theoretical question of investment. Are equities truly superior to all other asset classes over the long term?
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Europe at the polls: what’s at stake for the future?
As it happens every five years, EU (European Union) citizens are called to elect the members of the European Parliament, on 6-9 June. The Parliament shares legislative powers with the EU Council (it votes on laws and the budget) and has powers of scrutiny over the Commission.
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US election – What to expect from Trump Season 2
Even if the protagonists are already known, the rematch between Joe Biden and Donald Trump will once again captivate the world until 5 November. The two candidates are neck-and-neck in the opinion polls and there is no clear favorite now. In geopolitical terms, such as support for Ukraine or the future of NATO, a second Trump presidency could have some consequences.
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Equities remain unmatched over the long term
Three British economists—Paul Marsh and Mike Staunton of the London Business School, and Elroy Dimson from Cambridge University—have embarked on a meticulous endeavour: they have traced 35 stock markets around the world as far back as possible to test a core theoretical question of investment. Are equities truly superior to all other asset classes over the long term?