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 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.

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