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Reading time : 15 min.
INSIGHTS MARKETS
French companies and banks facing mistrust of French debt
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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.
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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.
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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".
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12/16/2024
Reserved for pros
Reading time : 15 min.
INSIGHTS EXPERTISES
European high yield: The ‘sweet spot’ of fixed income?
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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.
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12/09/2024
Reserved for pros
Reading time : 15 min.
INSIGHTS MARKETS
Ostrum AM 2025 Outlook
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12/09/2024
Reserved for pros
Reading time : 5 min.
INSIGHTS CSR / ESG
MySustainableCorner – November 2024
Every month, find out all about the sustainable market bonds news in our newsletter "MySustainableCorner".
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11/27/2024
Reserved for pros
Reading time : 15 min.
INSIGHTS EXPERTISES
Points of view - 1 question, 3 experts: How to harness the risk aversion premium embedded in equity volatility or corporate bonds?  
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11/25/2024
Reserved for pros
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