Insights | Ostrum Asset Management

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives January 2025

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.

01/20/2025

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Optimising returns for insurers in 2025

The coming year is likely to see significant volatility in some asset classes. For insurers willing to take a sophisticated approach to the Solvency Capital Requirements, this will be an opportunity to secure yield and boost returns.

01/14/2025

Reserved for pros

Reading time : 15 min.

INSIGHTS CSR / ESG

What transitions are we facing and what is the role of asset managers?

For 2000 years, we have progressed without any significant constraints on the future of humanity. Today, we're reaching the planet's limits, compelling us to change our ways. Our era is marked by an unprecedented number of transformations that we must all adapt to, both individually and collectively, personally and professionally: environmental, societal, governance, digital... These changes are happening simultaneously and accelerating continuously.• What transitions are we facing and will continue to face?• What challenges will individuals, governments, and businesses need to address?• How is the asset management sector impacted?• How has Ostrum Asset Management (Ostrum AM) adapted its organization and strategy to meet these changes?Nathalie Beauvir, Director of Sustainable Transitions and Philippe Waechter, Chief Economist at Ostrum AM share their expert views on these challenges.

01/13/2025

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

French companies and banks facing mistrust of French debt

12/20/2024

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives December 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.

12/17/2024

Reserved for pros

Podcast

Reading time : 15 min.

INSIGHTS CSR / ESG

Transitions – Today’s and tomorrow’s major transitions : what are the challenges for asset management?

For the second episode of Transitions, we discussed the major transitions we are and will be facing, as well as their impact on the asset management sector, with Nathalie Beauvir, Director of Sustainable Transitions, and Philippe Waechter, Chief Economist.

12/17/2024

Reserved for pros

Reading time : 5 min.

INSIGHTS CSR / ESG

MySustainableCorner – December 2024

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

12/16/2024

Reserved for pros

Reading time : 15 min.

INSIGHTS EXPERTISES

European high yield: The ‘sweet spot’ of fixed income?

12/11/2024

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Emerging Market Debt: What happens when emerging countries have emerged?

Historically, investing in emerging markets (EM) has implied accepting higher volatility and risks, including political instability and currency devaluations. Yet, over the past decade, the structure and drivers of the asset class have changed.Today, an EM debt (EMD) investment can be made based on the perspective for sustained economic growth, ongoing governance improvements, and a more mature structure for debt issuance, characterised by increased issuance in local debt markets versus hard currency (external) debt markets.In this article, Ostrum AM’s EMD experts Brigitte Le Bris, Sebastien Thenard and Clothilde Malaussene share what they see as the key risks and opportunities for EM investors.

12/09/2024

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum AM 2025 Outlook

12/09/2024

Reserved for pros

Reading time : 5 min.

INSIGHTS CSR / ESG

MySustainableCorner – November 2024