Oddo BHF AM also prefers US stocks

Despite the fact that many US stock indices broke records in 2024, Laurent Denize, Global CIO at the French Oddo AM BHF, still calls US stocks more attractive than European stocks. This vision of choosing US stocks is reasonably in line with the outlooks of various other fund houses. Denize advises investors to focus on income through dividends and bonds. Denize foresees the possible margin squeeze and Donald Trump's plans as the biggest risks. Denize mentions artificial intelligence, electrification, small caps in America and of course the defense industry as opportunities.