News
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European fiscal risks after the interest rate shock
European governments have prepared their 2024 budgets under challenging conditions.
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Hovering flight or losing altitude?
While the holiday season in Europe was marked by extreme weather, capital markets managed to avoid major turbulence over the summer.
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Economic outlook: a bittersweet cocktail (mostly bitter)
This summer, economic activity has displayed varied trends across different regions.
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Legitimate questions
As outlined by Bruno Cavalier in his latest Macroview editorial, the global economy is sending out mixed signals.
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Artificial Intelligence: Hype or Megatrend?
The launch of ChatGPT, a chatbot which interacts with users in a conversational way (text messages), has garnered considerable public and investor interest. While this application by OpenAI is currently making waves – it’s been reported that the number of users had already surpassed the billion mark by April 2023 - it's far from being the only player in the field. Numerous applications in the sphere of 'generative artificial intelligence' have recently achieved astonishing levels of performance.
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Global economy: the glass is half… (it’s up to you to decide)
As we enter the second half of 2023, it is useful to take a look back at the main economic and financial developments of the last few months to assess which way the global economy is heading.
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ODDO BHF establishes a presence in the UK to promote its expertise and attract new talents
ODDO BHF has announced that it has obtained approval from the FCA (Financial Conduct Authority) to set up a subsidiary under UK law, enabling it to develop and market some of its investment banking and asset management services from London.
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Small is beautiful
It is well established by financial theory (Fama & French) and empirical observations that, over a long period, European small caps have consistently outperformed large ones.
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Consumer stress test
It is often said that expansionary phases never die of natural causes, but are always gunned down by the central bank. Indeed, there comes a point in any recovery where signs of overheating multiply.
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Five topics that move the markets
The financial markets have had to deal with a close succession of extraordinary events in recent years. We want to give our view on central questions investors are asking us frequently.