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ODDO BHF Asset Management, Monthly Investment Brief

 

Disclaimer


By clicking I Agree, you acknowledge that you are a Swiss Qualified Investors and that the material in this document is not directed to any person in any other jurisdiction. This document and the content therein is for informational purposes only and should not be considered a solicitation, advice, offer or a recommendation for any fund, security, or service in Switzerland or any other jurisdiction where such offer, solicitation or recommendation would be unlawful or unauthorized.

 

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Themes

 

Asia

Bonds

Bubbles and Crashes

Business Cycles
Central Banks

China

Commodities
Contrarian

Corporates

Creative Destruction
Credit Crunch

Currencies

Current Account

Deflation
Depression 

Equity
Europe
Financial Crisis
Fiscal Policy

Germany

Gloom and Doom
Gold

Government Debt

Historical Patterns

Household Debt
Inflation

Interest Rates

Japan

Market Timing

Misperceptions

Monetary Policy
Oil
Panics
Permabears
PIIGS
Predictions

Productivity
Real Estate

Seasonality

Sovereign Bonds
Systemic Risk

Switzerland

Tail Risk

Technology

Tipping Point
Trade Balance

U.S.A.
Uncertainty

Valuations

Yield