Insights | Ostrum Asset Management

Reading time : 5 min.

INSIGHTS CSR / ESG

MySustainableCorner – March 2025

Every month, find out all about the sustainable market bonds news in our newsletter "MySustainableCorner".

03/25/2025

Reserved for pros

Reading time : 5 min.

INSIGHTS MARKETS

1 question, 3 experts - PFAS: the “forever chemicals” under scrutiny from regulators and investors?

03/21/2025

Reserved for pros

Reading time : 5 min.

INSIGHTS MARKETS

Exploring the Dynamics of a Weaker Dollar: Consequences and Opportunities

03/17/2025

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum AM Perspectives March 2025

Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum AM's views on the economy, strategy and markets.

03/17/2025

Reserved for pros

Reading time : 5 min.

INSIGHTS MARKETS

A unique lens for stock picking in Asia

The investment community labels companies as growth or value, while also categorizing them by sector, geography, and themes. At times, catchy acronyms like the "Magnificent 7" emerge to highlight standout firms. Given the increasing dynamism of Asian Equity markets, employing a Corporate Lifecycle Framework provides an innovative approach to deconstruct the investment universe, refine one's stock selection, and strategically position for long-term success, ultimately gaining a competitive advantage.

03/12/2025

Reserved for pros

Reading time : 5 min.

INSIGHTS CSR / ESG

MySustainableCorner – February 2025

Every month, find out all about the sustainable market bonds news in our newsletter "MySustainableCorner".

02/18/2025

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum AM Perspectives February 2025

Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum AM's views on the economy, strategy and markets.

02/17/2025

Reserved for pros

Reading time : 30 min.

INSIGHTS MARKETS

2025 Outlook – What Options Amid the Resurgence of Unpredictability?

The year 2024 ended on a positive note, both in the bond and equity markets, despite the economic divergences between the United States and the rest of the world, as well as a persistently high floor on interest rates.2025 is likely to present a complex landscape, marked by uncertainty stemming from the outcome of the US elections, and heightened inflationary and budgetary risks contributing to volatility in long-term rates, both in the United States and in Europe.

02/03/2025

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Points of view - 1 question, 3 experts: Trump 2.0: Implications for emerging markets

01/31/2025

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Fixed income in 2025: still focusing on the short end?