News
23rd ODDO BHF Forum in Lyon
For its 23rd edition, ODDO BHF Forum invited listed companies and institutional investors to the Forum, which has been held at the Lyon Convention Center on January 9th & 10th.
The 2020 edition of the Forum welcomed 270 listed companies, while 116 non-French companies from 14 different countries, including 69 groups from Germany. 251 European listed companies and 600 institutional investors attended.
Over the course of the two days, 6 400 meetings have been organised in the form of one-to-one, one-to-few, group meetings and plenary sessions. The Corporate Access team, analysts and sales people have organised the forum in the best way to be a place to network and want to say thank you to all the participants!
Our news
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?
The moment of truth for public debt
Economic crises leave a legacy of high public debt. Expansion phases should be used as an opportunity by governments to reduce their debt and rebuild some headroom in their public finances. This is easier said than done. Let’s look at what happened after the last two major crises.
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.