Economic news

A successful final closing for ODDO BHF Technology Opportunities, with almost 200 million euros raised
In late March, the ODDO BHF Asset Management Private Assets team conducted the final closing of its ODDO BHF Technology Opportunities fund, raising almost 200 million euros. The Fund received the support from European family offices and institutional investors,...
Markets faced with rising tariffs
Didier Bouvignies, General Partner, CIO Rothschild & Co Asset Management. Having recovered from Covid-19 and weathered the repercussions of the Russo-Ukrainian conflict, American and European equity markets, which recorded respective performances of 97%and...
The current markets require flexibility and firms convictions
Prof. Dr. Jan Viebig, Chief Investment Officer ODDO BHF Asset Management. Prof. Dr. Jan Viebig For investors, the current market environment requires two apparently contradictory virtues: first, the ability to react quickly to changing conditions and, second,...
Stay calm, stick to your plans and be open to opportunities
By Duncan Lamont, Head of Strategic Research, Schroders Falling markets are not new, but that does not stop the sense of panic that grips investors in every rout. Below are some data and insights from Duncan Lamont, Head of Strategic Research at Schroders...
Amundi expands US equity range with new ETF
Amundi , Europe’s leading asset manager, has expanded its range of cost-effective and innovative investment solutions with the launch of the Amundi S&P 500 Equal Weight UCITS ETF. This new ETF provides investors with a simple and efficient way to gain diversified...
Fidelity: Investors fear bear market, but must keep cool heads
Comment by Tom Stevenson, Investment Director at Fidelity International “Investors are now rapidly re-calibrating their expectations from optimism about growth and deregulation." “Thursday and Friday were among the worst two-day performances in 40 years,only...
Gold’s deleveraging pullback fails to shake supportive outlook
By Ole Hansen, Head of Commodity Strategy at Saxo - Gold and silver seeing some demand emerging following one of the worst three-day risk reduction periods in recent years - A three-day sweep saw silver give back all its strong Q1 2025 gains, while gold’s correction...
The fallout of Liberation Day
Markets have come under renewed pressure following President Trump’s announcement of a sweeping “reciprocal tariffs” plan. The proposed measures were broader and steeper than anticipated, with a base 10% tariff and additional levies on select countries and goods....
Trumps Liberation Day tariff blitz sets world on edge
By John J. Hardy, Global Head of Macro Strategy at Saxo Trump’s Liberation Day tariffs were far more aggressive than feared and the US may be seeking a complete decoupling from trading with China over the long run. This is our quick take on what just unfolded...
Schroders Capital partners with Apple to launch a second China clean energy strategy
Schroders Capital’s Infrastructure team in Asia today announces the first close of a China renewable energy strategy following a US$100 million anchor investment commitment from Apple . The actively-managed strategy targets renewable infrastructure investments...
La Française Real Estate Managers (REM) acquires a senior co-living property in Choisy-le-Roi (94), France
La Française Real Estate Managers (REM), acting on behalf of a collective real estate investment vehicle, has acquired off-market a co-living residence for seniors, located at 13 Avenue du Général Leclerc in Choisy-le-Roi (94). The property is operated by ChezJeannette,...
Pictet Wealth Management - Weekly View: “Liberation Day” has arrived
César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. President Trump said he was placing 25% tariffs on auto imports to foster domestic manufacturing, raising market concerns about a global trade war and sending US equities lower. The auto...
Pictet Asset Management: Update Pictet-Digital and Pictet-Robotics
Global markets have performed poorly in recent weeks, marked by Trump’s policy of chaos. The technology sector was hit especially hard, with the Mag7 index recording in February its worst month since the end of 2022 relative to the S&P 500. Semiconductor companies...
“Liberation Day” Means Recalibration
Jennifer Bender, Global Chief Investment Strategist at State Street Global Advisors, comments on the Trump's upcoming set of tariffs due on April 2: "Like a GPS trying to adjust its route after a few unexpected turns, sentiment continues to readjust to each...
Fidelity International raises €110 million in additional commitments for its real estate logistics climate impact fund
- Total deployable assets for Fidelity Real Estate Logistics Impact Climate Solutions Fund (‘LOGICs’) now €620 million - Since March 2024, LOGICs has executed 10 acquisitions in Europe with a net value of c. €275 million Fidelity International (“Fidelity”)...