Head of Benelux Sales
ODDO BHF Asset Management
Presentation: How do long-term structural trends impact a multi-asset portfolio?
Having a strong understanding what drives the market, looking at fundamental and monetary indicators, understanding the macro environment, is important but is it sufficient to be a successful investor? What about psychological indicators and long-term secular trends? As the world is changing fast, can we generate long term alpha no matter the economic cycle by focusing on the right trends and stocks?
ODDO BHF Asset Management:
ODDO BHF AM is part of the independent Franco-German financial group ODDO BHF. ODDO BHF AM manages assets totaling € 55.9 billion. ODDO BHF AM offers its institutional and wholesale clients a unique range of high-performance investment solutions in all main asset classes. Its ESG approach focuses on ESG criteria integration, engagement with companies and a climate policy supporting the energy transformation. The teams operate from investment centers in Dusseldorf, Frankfurt, Paris with additional locations in Milan, Geneva, Stockholm, Madrid, …