Investment strategy

Mask-on mode

Share prices have soared recently as central banks and governments delivered a rapid and unlimited re-sponse to the crisis, but the equity markets might now face another setback albeit probably without falling back to their March lows.

Asset allocation

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.

Investment notes

"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

Investment strategy

A fragile stabilisation

It seems futile indeed to make predictions about the economy and the market when there is so much uncertainty about the pandemic itself. To be perfectly honest, no one really knows how things are going to pan out over the coming year.