We have noted a multiplication of fraud attempts in which the name ODDO BHF is likely to be used. This is particularly the case for Portuguese-language websites that usurp ODDO BHF SE identity to invite you to make a payment. We would like to inform you that these websites are not legitimate and have been created by fraudsters. We therefore urge you to be extremely vigilant.
If you have any doubts about the authenticity of any documents or solicitations, please do not hesitate to contact your usual contacts directly or to contact us at +33 1 44 51 85 00.
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.
The global economy has overcome two shocks of rare intensity that could have brought it to its knees. But it didn’t. Firstly, the inflation surge that swept the world in 2021 and 2022 has now largely subsided.
The interruption of most of the traffic on the Red Sea-Suez route following the attacks on merchant ships by the Houthis in Yemen is a major issue for Europe.
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.
When a European country is in particularly bad shape, it is common for observers to refer to it as the "sick man of Europe", followed by the "new sick man of Europe", and so on. Every country has borne this infamous title at one time or another.
The outcome of this year's US presidential election may have far-reaching consequences in many areas.
2023 was a good year for listed technology companies. The Nasdaq index gained +44%* and the enthusiasm for the largest tech stocks such as Nvidia was so great that analysts coined a new name for these companies …
The turn of the year is a popular, if arbitrary, time for reviews and predictions. Equity investors also seem to have had a change of heart this New Year after an impressive year-end rally.