Investment Office

Selecting relevant market observations

Investment Thoughts
Asset Management
Asset Allocation
Asset Class Returns
Market Characteristics
Investment Research
Pension Funds
Family Offices
Wealth Managers
Asset Managers
Privacy Policy
Cookie Policy

   Asset Management - Investment Research

Enemies of growth, who are they?
Summer is a quiet period – never has a cliché been so wrong as this year.


Recent weeks have seen a litany of events of all sorts in the economic, financial, trade-related and geopolitical spheres capable of influencing the global or regional economies, the markets’ risk assessment and the short-term response of economic policymakers.

Read the full report

Enemies of growth, who are they?




ODDO BHF Corporates & Markets, August 2019-Bruno Cavalier, Fabien Bossy