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 Fixed Income Strategy at Oddo Asset Management

 

May 2014 - Alain Krief, director of Fixed Income Strategy at Oddo Asset Management, discusses the environment for fixed income and his investment outlook with the Spanish publication Estrategias de Invesion A wide range of topics are covered, from the position of the ECB, to the recent focus on the corporate debt market, and the future of volatility in the coming year.

 

 In the spotlight

 
 

 Interview of philippe Oddo

 

Philippe Oddo - Managing Partner - presents the group Oddo & Cie, its culture and on-going projects to Bluerating, an financial italian newspaper. 

 

 Latest news

 

             20/10/2014 - ODDO & CIE ACQUIRES THE GERMAN BANK CLOSE BROTHERS SEYDLER

For its first acquisition abroad, Oddo & Cie focuses on Germany and its Mittelstand .
Close Brothers Seydler’s and Oddo Securities’ Research teams will follow together 400 companies, of which 196 are French, 143 are German and 67 are from other European countries. They will have the market lead on French and German midcaps. 

> Read the press release

             09/09/2014 - TEN STOCKS TO PLAY IN H2

Faced with downside risks, the ECB has responded on an enormous scale, laying a solid foundation for growth in 2015. Will this be enough to provide support for the markets? Our convictions for H2 are Airbus, Dassault Systèmes, ING, Imerys, Publicis, RD Shell, Sanofi, Siemens, Téléperformance and Valeo.

 
 
 

             13/05/2014 - EUROPEAN ELECTIONS : DISUNITED IN DIVERSITY ?

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In recent years, the EU has not experienced prosperity and EMU has been synonymous with crisis. As a result, a heterogenous but increasingly powerful movement is calling for all or part of the European project to be rejected.

   

             14/04/2014 - ODDO BANQUE PRIVEE APP (video in french)

Oddo Banque Privée extends its privileged relationships with clients via the internet with its account management app for smartphone and tablet.

> Oddo Banque Privée App

 

 

 

 

 

 

 

 

 

 

 

 

 Oddo Asset Management Investment Strategy

 
Q1 2014 – One thing is certain: central banks remain at the helm of the global recovery in 2014. 
Oddo Asset Management takes a look back on 2013, and explains the market scenario and macroeconomic outlook for the first quarter of 2014.
Learn about Oddo Asset Management’s convictions here.
 

 ECO RATE

 

PATIENCE: VIRTUE OR VICE

Patience is a virtue. It often serves as an excuse for those who lack the courage to take difficult decisions. The Fed, for example, continues to maintain a zero-rate interest policy without clear benefits, while European governments are showing no signs of hurrying to save a real economy that is weakening at a worrying pace.

> Read the study - Bruno Cavalier, Head of Macroeconomy

 

 Focus

 

 

Guide for 2014 : Global economic overview, policy-mix, elections...

the year ahead 2014

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NOVEMBER 2013: A report card for eurozone countries 

 
As the eurozone is emerging from recession, we would like to be able to tell how each country stands in comparison with: a) the long-term economic equilibrium; b) its pre-crisis situation; c) the performance of its neighbours. Here are the results…

 

From Bruno Cavalier, Head of Macroeconomy, Oddo Securities

 

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JUNE 2013: France… somewhere between core and periphery

An economic outlook from Bruno Cavalier, Head of Macroeconomy, Oddo Securities
 
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 Markets

 
Cours du CAC 40
Currencies
Variation EUR/CHF 1.21 -0.05 %
Variation EUR/GBP 0.79 -0.03 %
Variation EUR/JPY 136.83 -0.09 %
Variation EUR/USD 1.27 +0.05 %

Top Gainers/Losers
En hausse ORANGE 11.58 € +1.36 %
En hausse ALSTOM 27.17 € +0.93 %
En hausse EDF 22.53 € +0.72 %
En hausse BNP PARIBAS ACT.A 49.50 € +0.60 %
En hausse VALEO 86.03 € +0.55 %
En baisse SOLVAY 107.90 € -1.33 %
En baisse SAFRAN 48.18 € -1.36 %
En baisse TOTAL 44.93 € -1.92 %
En baisse ALCATEL-LUCENT 2.05 € -1.96 %
En baisse KERING 147.15 € -4.17 %