Axel Botte
Strategist
Risk-on start of year as dollar weakens
16.01.2018 - Axel Botte
Read weekly markets analysis from Natixis AM's Fixed Income investment division experts.
- US: consumer spending drives growth in 4Q17
- Twin deficits weigh on USD
- Germany: budget surplus hits 1.2pp of GDP in 2017
- Hold a short stance on TNotes and Bunds
- Peripheral bonds in high demand
- High yield credit and emerging bonds outperform
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.
