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Reading time : 15 min.
INSIGHTS MARKETS
Ostrum Perspectives November 2024
Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum’s views on the economy, strategy and markets.
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11/19/2024
Reserved for pros
Reading time : 15 min.
INSIGHTS EXPERTISES
Points of view – 1 question, 3 experts: REITS (real estate debt): are they attractive in asset allocations?
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11/14/2024
Reserved for pros
Reading time : 15 min.
INSIGHTS MARKETS
It’s time to start thinking differently about cash
In 2023, money market funds experienced a significant increase, benefiting from a backdrop of rising interest rates and inflation. Investors are reassessing their approach to liquidity, with a 21% increase in assets under management, followed by an 11% rise in 2024. As the prospect of rate cuts looms, the sustainability of these attractive yields remains uncertain.
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11/05/2024
Reserved for pros
Reading time : 15 min.
INSIGHTS MARKETS
US elections, the dollar and EM FX
The world is holding its breath ahead of the US elections on November 5. The outcome will be positive or negative for emerging market currencies, depending on the political choices implemented.
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10/25/2024
Reading time : 5 min.
INSIGHTS CSR / ESG
MySustainableCorner – October 2024
Every month, find out all about the sustainable market bonds news in our newsletter "MySustainableCorner".
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10/22/2024
Reserved for pros
Reading time : 5 min.
INSIGHTS MARKETS
Why Ostrum Asset Management for Fixed income?
Fixed income requires:     • a clear understanding of credit risk     • a strong monitoring of duration risk in your portfolio     • and a robust view on the evolution of these two factorsWe have the scale and are well equipped to meet these challenges, and properly serve our clients’ fixed income needs
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10/16/2024
Reserved for pros
Reading time : 15 min.
INSIGHTS MARKETS
Ostrum Perspectives October 2024
Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum’s views on the economy, strategy and markets.
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10/16/2024
Reserved for pros
Reading time : 5 min.
INSIGHTS MARKETS
Credit opportunities beyond the short term
As of early September, 2024 has been an interesting year for fixed income investments, and especially for Euro Credit.With central banks decreasing rates, we expect short-term yields to mechanically fall, which reinforces the attractiveness of the long end of the curves. It offers opportunities to seize additional yield and allows to implement a carry roll down strategy.
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10/08/2024
Reserved for pros
Reading time : 15 min.
INSIGHTS EXPERTISES
Points of view – 1 question, 3 experts : What about supply and demand for financial debts?
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09/27/2024
Reserved for pros
Reading time : 15 min.
INSIGHTS MARKETS
Ostrum Perspectives September 2024
Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum’s views on the economy, strategy and markets.
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09/25/2024
Reserved for pros
Reading time : 5 min.
INSIGHTS CSR / ESG
MySustainableCorner – September 2024
Every month, find out all about the sustainable market bonds news in our newsletter "MySustainableCorner".
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09/24/2024
Reserved for pros
Reading time : 5 min.
INSIGHTS CORPORATE
IFRS 9, a year later
IFRS 9 has now been in use by insurance companies for the last year. What does it address and what are its impacts?
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09/17/2024
Reserved for pros