How long can the government ensure the balance between credit and growth ?
Sources: ODDO BHF AM SAS, Thomson Reuters, Datastream. Data as of 31/05/2017
Emerging market fixed income
Carry on !
Source: ODDO BHF AM SAS, June 2017
What are the risks ahead ?
Scenarios for 2017
Any opinions presented in this document result from our market forecasts on the publication date. They are subject to change according to market conditions and ODDO BHF Asset Management SAS shall not in any case be held contractually liable for them.
Our current convictions for each asset class – central scenario
Global CEO & Co-CIO
Deputy Head of Asset Allocation
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