Estrategia de inversión

Europa, en una encrucijada

En las últimas semanas, Europa se ha despertado de un coma provocado por la covid-19, tras tres meses de estancamiento. Las terrazas de los bares y las oficinas de las ciudades vuelven a llenarse poco a poco, mientras los paseos marítimos aguardan a los veraneantes.

Notas de inversión

Too far, too fast?

With the CAC having surged back to 5000 points not too long after brushing up against an intraday low of 3600 on 16 March, and with the Nasdaq now up by 8% on the year to date, it’s time to ask a simple question. Does this rally have legs and will we at last see the long-awaited rotation?

Asginación de activos

ODDO BHF Polaris Moderate, rated 5 stars by Morningstar, a fund proving resilient in the face of the Corona crisis

The recent market turmoil has put a strain on multi-asset funds and in particular on their ability to quickly adapt their asset allocation to sudden changes in prices. Amid this environment, the defensive flexible fund ODDO BHF Polaris Moderate has seen its performance hold up particularly well.

Notas de inversión

"Resilience": the ability of an ecosystem to recover from an external event

Confronted with the global health crisis generated by Covid-19, companies are facing an unprecedented and exceptional situation as it affects for the first time and simultaneously all stakeholders in the economic and social sphere: employees, customers, suppliers, shareholders, as well as their relationships with governments and public authorities