Videos

#Moments - ODDO BHF Polaris Range

ODDO BHF Polaris is a range of four globally diversified funds to invest according to the investor's risk profile and market sentiment.

Market Insights

Bretton Woods, 50 years on: Gold, inflation and diversification

Gold was not one of the most attractive asset classes in 2021, owing to a positive economic outlook, its already historically high price, and shrinking demand from gold ETFs. Should one give up on gold completely? Not a good idea in our opinion. For the last 50 years have taught us that the next crisis is just around the corner.

Investment Strategy

Reflation in ambush!

Falling bond yields have restored relative value to equities. The upcoming earnings sequence will be crucial in providing the pulse for the coming months.

Market Insights

China: stop or again?

After the correction seen in the first quarter, the risk/return ratio is now tilted in favour of a repositioning over the next six months, particularly in growth sectors, including the Internet.