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How high will interest rates go? Economic Perspective 11/17/2022

How high will interest rates go?

2022 will go down in history as the year of a global bond crash the likes of which have not been seen in a generation.

Exciting times: Q3 2022 earnings season Market Outlook 11/17/2022

Exciting times: Q3 2022 earnings season

Good news first: despite high inflation and recession concerns, the MSCI World Net Total Return Index (in US dollars) is up 7.2% and the S&P 500 (in US dollars) is up 8% in October 2022.

On your marks. 2022 : Tech's annus horribilis Market Outlook 11/17/2022

On your marks. 2022 : Tech's annus horribilis

2022 can already be described as an annus horribilis for the global tech sector, after several years of relentless performance.

Five lessons from the UK bond market crash Economic Perspective 10/13/2022

Five lessons from the UK bond market crash

In the space of just a few weeks, the situation in the UK changed dramatically. After a 70-year reign, the much-loved and respected Queen passed away. Meanwhile, less than a month into the job, the new British government became a laughingstock.

Listed property companies: a double whammy! Market Outlook 10/13/2022

Listed property companies: a double whammy!

We are going through very challenging times. The listed property sector, which investors regard as a bond proxy, is being hit by spiking interest rates.

ODDO BHF completes the acquisition of QUILVEST BANQUE PRIVEE and renames it LA BANQUE PRIVEE SAINT-GERMAIN They talk about us 10/13/2022

ODDO BHF completes the acquisition of QUILVEST BANQUE PRIVEE and renames it LA BANQUE PRIVEE SAINT-GERMAIN

ODDO BHF Group today announced the acquisition of 100% of the shares of QUILVEST BANQUE PRIVEE S.A., which will change its name to LA BANQUE PRIVEE SAINT-GERMAIN as a result.

"Cheap“: a necessary but not sufficient condition Market Outlook 10/13/2022

"Cheap“: a necessary but not sufficient condition

The STOXX 600 (broad European index) has reached a new low of 380 for a valuation (Price/Earnings ratio over the next 12 months) of 10.4x, the lowest level recorded since the COVID crisis.

The 73/74 oil crisis: parallels and differences with the Ukraine conflict Market Outlook 10/13/2022

The 73/74 oil crisis: parallels and differences with the Ukraine conflict

"History does not repeat itself, but it rhymes." Investors have not experienced such a strong supply shock in over 40 years.

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