News
Looking back at ODDO BHF Live
On 7 and 8 January 2021, ODDO BHF brought its network and clients together during an exclusive digital event on a dedicated TV channel: "ODDO BHF Live".
Over the course of two days, ODDO BHF analysts and experts exchanged views with many internationally renowned guests on the most important political, economic and financial trends to expect in 2021. Around 4,000 participants participated to the digital event.
Discussions covered future relations between Europe and the United States, between the European Union and the United Kingdom after Brexit, as well as the challenges of climate change and the fight against the Corona pandemic.
Making of ODDO BHF Live
Highlights of the Event
The interviews of Al Gore, former US Vice President and 2007 Nobel Peace Prize winner, Stéphane Bancel, CEO of Moderna, and Sigmar Gabriel, former German Foreign Minister, aroused enormous interest within the audience. You can watch the full replays of their interventions below.
The Lead with Al Gore
The Lead with Stéphane Bancel
The Lead with Sigmar Gabriel
Partners
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.