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ODDO BHF “Strategic Opportunities” team strengthens and expands its activities in Germany

Strong start since the beginning of the year for “Strategic Opportunities”, ODDO BHF’s Private Equity activity, thanks to a strategy focused on creating operational value mainly for mid-cap companies based in France, and in Germany afterwards.

Beneath the surface

After a straight-line upward movement for most asset classes in Q1, Q2 has been more mixed. Entering H2, the big picture remains broadly supportive. However, beneath the surface, financial markets appear vulnerable to multiple threats, from stalling activity momentum and toppish technicals to faltering Tech leadership and election uncertainty.

‘SMID’ is beautiful… despite France

Europe faces significant structural challenges that impact its productivity compared to the US. Market fragmentation and regulation, a high proportion of small businesses, elevated taxes and lower R&D spending are some of the key contributors to this disparity.