These cookies are necessary for the proper functioning of the website and are used for audience measurement purposes, to improve the user experience and to enable you to share website content on social networks.
If you wish to obtain more information on the cookies used on this site and in particular on those used by our partners, you can consult our cookie policy by clicking here.
The setting of cookies that are not strictly necessary for the functioning of this website requires your prior consent.
We save your choice for 6 months.
You can change your mind at any time and in particular withdraw your consent or object to the processing of your personal data by clicking on « Cookies settings ».
Setting cookies
You can set your preferences for each type of cookie used by ODDO BHF and its partners for this website by clicking on "Accept" or "Refuse".
These cookies are necessary for the functioning of the website and include the session cookies that enable us to recognize you from one page to another when you navigate on the website.
These cookies enable us to adapt this website to your requests by measuring the number of visits, the number of pages viewed as well as data relating to your browsing on the website.
These cookies allow our website to remember your choices in order to provide you with customised features.
These cookies allow you to share content from our website via social networks.
- Private clients
- Companies, institutional clients
- Distributors, independent financial advisors (IFA)
- Private clients
- Companies, institutional clients
- Private clients
- Companies, institutional clients
News
ODDO BHF Live 2022: Replay Investment Brief
Make 2022 an opportunity
2021 has been a bumpy ride for investors with concerns on recurring uncertainties caused by the new Covid variants affecting the economy. However, it paid off for investors who have kept their nerve and seized opportunities. The year ahead has two main talking points: inflation and rising interest rates. Which impact of these macro points on the financial markets, which positioning should investors favor in 2022?
Watch the replay of the Investment Brief presented at ODDO BHF Live where Bruno Cavalier decrypts the macro economic environment and Laurent Denize explains the consequences on the financial markets and our convictions for 2022.
Download
Our news
A complex equation
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.
Should central bankers be torched?
In the space of 15 years, central bankers have gone from being the demigods who solved the inflation problem once and for all to embodying the culprits of the biggest price surge since the 1970s.
Focus on: Artificial Intelligence: Is it a game changer?
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.