Investment strategy

Defying gravity

Equities had a good summer. After heavy losses in spring, they recovered surprisingly quickly, too quick for the many investors who have been cautious since the crisis began. At the end of summer, the question now arises if it is still the right time to invest in risky assets.

Investment strategy

Europe at a crossroads

In recent weeks, Europe has awoken from a Covid 19-induced coma after three months of stagnation. The street cafés and offices of the metropolises are slowly filling up again, the beach promenades are awaiting summer vacationers.

Investment notes

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?

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.