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Market Insights 14.02.2024
AI: fad or margin effect?

For the first time in 10 years, European companies are reporting results below consensus. The negative surprises are limited to just -2%, suggesting there's no immediate cause for alarm.

Market Insights 18.01.2024
2024: Tempering expectations

The turn of the year is a popular, if arbitrary, time for reviews and predictions. Equity investors also seem to have had a change of heart this New Year after an impressive year-end rally.

Market Insights 15.12.2023
2024 outlook for the financial markets

As 2023 draws to a close, inflation in Europe and the USA has fallen noticeably.


ODDO BHF Asset Management, a leading independent asset manager in Europe

It is the common brand of three legally separate asset management companies: ODDO BHF AM SAS (France), ODDO BHF AM GmbH (Germany) and ODDO BHF AM Lux (Luxembourg).

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