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Analyse économique - Octobre 2025
Découvrez la dernière analyse économique d'Aykut Efe (Economist & Strategist)
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Positionnement stratégique - Octobre 2025
Découvrez notre positionnement stratégique qui constitue la base de nos conseils et gestions.
Updates & News Flash
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A December without fanfare, but a dynamic year
December 2025 ended without the usual Christmas rally in the financial markets. For once, the overall index posted an uninspiring performance of -0,15%*.
News Flash - January 2026 - The capture of President Maduro and its short-term impact on financial markets
A month of renewed volatility has just come to an end on the financial markets. Although at first glance the performance of global equities over the month seems
Volatility: a thing of the past?
A month of renewed volatility has just come to an end on the financial markets. Although at first glance the performance of global equities over the month seems
Posting gains in the past, present and future
September marked the fifth consecutive month of gains in the equities market, bringing the performance of the global index up to 3,23%*. US markets were once a
Market Outlook | ODDO BHF
Marktausblick des CIO von ODDO BHF: zentrale Trends. ODDO BHF, Partner der Spuerkeess für das diskretionäre Activmandate-Mandat.
Markets remain buoyant
After several months of strong performance, the equity markets ended August flat, with the global equity index posting a very timid 0.20% gain (in euros)
Markets at peak levels
July marked another month of strong performances, with a rise of 3,95% for the global equity index. US equities made a solid comeback
A rebound is on the cards but won’t last forever
After a complicated month of April, dragged down by US President Donald Trump’s announcements of “reciprocal tariffs”, the global equity markets rebounded.
The markets are taking things in their stride
After breathtaking rallies in the second half of April and May, global equity indices continued to perform well, albeit more moderately.
High volatility as a fellow traveller
April was a particularly turbulent month on the markets. On 2 April, Donald Trump unveiled his “reciprocal tariffs”.
Markets waiting for sunnier days
A very complicated month of March has ended on the financial markets, which suffered from fears of a trade war threatened by US President Donald Trump.