Axel Botte
Strategist
Risk appetite returns
31.07.2018 - Axel Botte
Read weekly markets analysis by Axel Botte, Ostrum Asset Management's senior strategist
• US growth hit 4.1%qa in 2Q18
• Strong US earnings season but market slams negative surprises
• Fed stance unchanged this week, BoE to hike rates
• Short stance on Treasuries, neutral on Bunds
• Flows return to credit, emerging markets
Axel Botte is Strategist at Ostrum Asset Management.
He began his career in 2000 at AXA Investment Managers as strategist producing both geographical and regional equity allocation recommendations.
In 2007, he was named Head of the Fixed Income research within the Investment Strategy department managing 2 fixed income strategists.
He joined Ostrum Asset Management in October 2010 as Strategist. He provides top-down analysis of fixed income markets in close relationship with fund management teams. The research covers interest rates, developed market government bonds, sovereign debt allocation, global inflation-linked, credit and structured credit.
Axel Botte is a graduate of the University of Cergy-Pontoise. He holds a Advanced Studies Diploma (DEA) in Analysis of Financial and Industrial Strategies.
