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Delphine Brault ... (+6)
  • Delphine Brault
  • Emira Sagaama
  • Juan Ros-Padilla
  • Luis de Toledo Heras
  • Marc Lavaud
  • Nathan Mietlicki
Delphine Brault ... (+6)
  • Delphine Brault
  • Emira Sagaama
  • Juan Ros-Padilla
  • Luis de Toledo Heras
  • Marc Lavaud
  • Nathan Mietlicki
Juan Ros-Padilla ... (+2)
  • Juan Ros-Padilla
  • Luis de Toledo Heras

ODDO : Iberia Top Pick selection: The shape of things to come

Our Top Picks blend Iberia’s resilient inner demand and tourism engines with defensive cash yield and regulated exposure. The macro overview remains a “low-drama, high-uncertainty” expansion: eurozone growth is steady with disinflation near 2%, an ECB on a prolonged plateau, and benign financial conditions. Positioning favours quality consumer/services (Inditex, AENA and Cirsa), transition/regulated cash flows (EDP), and high cash O&G (Repsol), with yield support (Navigator).

Ana Arjona-Martinez ... (+2)
  • Ana Arjona-Martinez
  • Yan Derocles
Ana Arjona-Martinez ... (+2)
  • Ana Arjona-Martinez
  • Yan Derocles
Ana Arjona-Martinez ... (+2)
  • Ana Arjona-Martinez
  • Yan Derocles
Ana Arjona-Martinez ... (+2)
  • Ana Arjona-Martinez
  • Yan Derocles
Ana Arjona-Martinez ... (+2)
  • Ana Arjona-Martinez
  • Yan Derocles
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