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Axel Botte

Strategist

Trump erupts in rate debate

24.07.2018 - Axel Botte

Read weekly markets analysis by Axel Botte, Ostrum Asset Management's senior strategist

• Powell maintains gradual tightening path, faces Trump’s critics
• Strong US growth in 2Q 2018
• Sell US treasuries, neutral stance on Bunds
• US earnings season off to strong start
• Investors back in high yield and emerging market debt

Read further

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.

On 3 April 2018, Natixis Asset Management became Ostrum Asset Management.