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Looking back at ODDO BHF Live 2022
On 10th and 11th January, 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.
Among them, Sigmar Gabriel, former Vice-Chancellor, former Foreign Minister and President of Atlantik-Brücke e.V. Discover his vision on current political trends, the future of the European Union and the
partnership between the United States and Europe.
“For the first time Europe has to develop itself to a global actor.” - Sigmar Gabriel.
Watch the full replay of Sigmar Gabriel's interview.
Changpeng Zhao, Founder and CEO of Binance, the world's leading provider of blockchain infrastructure, also shared his view on the future of cryptocurrencies.
"The most important thing I would recommend to someone who is new to crypto is to start very small, invest less than 1% of your net worth." -
Discover the full replay of Changpeng Zhao's interview.
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.