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On 9 November, ODDO BHF’s CIO, Prof. Jan Viebig, gave his capital market’s view for autumn 2021 covering growth, inflation, bonds, China, and equities. His core message: growth will be stable throughout the US, Europe and Germany, but will decrease in China due to problems in the real estate sector. Inflation rates are expected at around 5%. Thus, central banks on both sides of the Atlantic will begin to lower the tapering. Accordingly, ODDO BHF will stay neutral in equities and continue to focus on quality stocks with high capital efficiency ratios, clear competitive advantages, structural growth and reasonable prices.
This document has been prepared by ODDO BHF for information purposes only. It does not create any obligations on the part of ODDO BHF. The opinions expressed in this document correspond to the market expectations of ODDO BHF at the time of publication. They may change according to market conditions and ODDO BHF cannot be held contractually responsible for them. Before investing in any asset class, it is strongly recommended that potential investors make detailed enquiries about the risks to which these asset classes are exposed, in particular the risk of capital loss.