News
Highlights and Making Of ODDO BHF Live 2022
On January 10th and 11th, the shapers of tomorrow's world met at ODDO BHF Live. For two days, ODDO BHF offered its clients and partners an exclusive live broadcast and 100% digital experience: 50 internationally renowned decision-makers decrypted the major economic, political and financial trends that will shape 2022.
Alongside Al Gore (former Vice President of the United States), Catherine MacGregor (CEO of Engie) or Ola Källenius (CEO of Daimler), great entrepreneurs and top-notch speakers from business and political fields joined our experts to share their visions of the future: the competition between China and the USA, the impact of climate change, the future of finance, technology and food...
In partnership with BBVA and Natixis, ODDO BHF sets the tone for the new year: Make every day an opportunity.
Highlights ODDO BHF Live 2022
Making Of ODDO BHF Live 2022
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.