Insights | Ostrum Asset Management

Reading time : 15 min.

INSIGHTS EXPERTISES

Focus on Latin America

Latin America is extremely well positioned to benefit from the (near) end of the Fed's tightening cycle.

02/24/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS EXPERTISES

Financial aid to developing countries: China is the magic word

After 3 years of absence due to the Covid-19 pandemic, China is making a strong comeback on the international scene, notably in the G-20’s common framework for renegotiating the debt of poor countries created in 2021. What are the stakes and implications in terms of investment strategy?

02/24/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS EXPERTISES

A good year coming for emerging market debt

02/24/2023

Reserved for pros

Reading time : 5 min.

INSIGHTS EXPERTISES

Markets’ new paradigm: which strategies for insurers?

The combination of stricter regulatory requirements, a volatile market and rising interest rates will necessarily have an impact on insurers’ investment strategies. Although there is no simple answer to these market conditions, Rémi Lamaud, solution expert, insurance management & ALM solutions at Ostrum AM, explains how portfolio allocation has to reviewed to respond to each insurer’s accounting objectives, asset-liability backing and socially responsible ESG investments.

06/23/2022

Reserved for pros

Reading time : 15 min.

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Sustainability Bonds: discernment is a must given the explosion of the market

Given the diversification of the market in terms of issuers and securities, a rigorous analysis is imperative. Because greenwashing is an ambush.

06/03/2022

Reading time : 15 min.

INSIGHTS EXPERTISES

Insurers: why sustainability matters

The insurance industry is highly affected by climate change. ESG has become a more global challenge for shareholders, customers, employees, suppliers and communities. Consequently, insurers must consider environmental, social and governance risks and opportunities within their strategies, as insurers and investors. Although they are primarily affected by environmental issues – physical and transition risks – they are also impacted by societal transformation and governance issues. Insurers need to adapt and innovate to remain competitive. This is a key concern, currently and for coming years.

04/05/2022

Reading time : 15 min.

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Insurers: Multiple Challenges Demand a Multi-Dimensional Investment Approach

How insurers can gain an edge by combining tailored servicing and active investment.

02/11/2022

Reading time : 5 min.

INSIGHTS EXPERTISES

Climate change: how does it impact the banks?

11/22/2021

Reading time : 15 min.

INSIGHTS EXPERTISES

Sustainable Bonds – Market Comment

Understanding the Booming Market for Sustainable Bonds The sustainable bond market has experienced strong growth in 2020, with the rise of new instruments. Ostrum AM reviews the major themes impacting the sustainable bond market today: an analysis of the market and the outlook, the impact of regulation, the risks of greenwashing and the concept of just transition.

07/13/2021

Reserved for pros