Investors are faced with a dilemma: lower the level of risk again in line with the deterioration of the global economy in a market that has already corrected by nearly 15% or rebalance equities by favouring the results of companies that are currently solid but potentially at risk.
Artificial intelligence (AI) is a buzzword across our daily lives. Researchers and businesses alike now explore the potential of smart algorithms, powered by machine learning, to change the way we live, work and play.
Philippe Oddo is an exception in the business world. He is the fifth generation to manage a family business, ODDO BHF, which was founded in 1849, more than 170 years of history to consolidate the largest independent bank in Europe in terms of assets.
As the second round of the French presidential elections is just a few days away, Bruno Cavalier, Chief Economist at ODDO BHF Group, presents the chances of Emmanuel Macron and Marine Le Pen being elected.
Let’s be clear, the outlook for equity markets has significantly deteriorated since the start of the year. Beyond the global growth trajectory, higher-than-expected inflation is having negative consequences, not only on bonds but also potentially on equities.