Insights

News & insights
News
Insights
Press releases
Financial notices
Filter
Filter
Close

Categories

Types

Active filters
  • Markets
Reset
Reading time : 5 min.
INSIGHTS MARKETS
1 question, 3 experts - PFAS: the “forever chemicals” under scrutiny from regulators and investors?
Read more
03/21/2025
Reserved for pros
Reading time : 5 min.
INSIGHTS MARKETS
Exploring the Dynamics of a Weaker Dollar: Consequences and Opportunities
Read more
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.
Read more
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.
Read more
03/12/2025
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.
Read more
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.
Read more
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
Read more
01/31/2025
Reserved for pros
Reading time : 15 min.
INSIGHTS MARKETS
Fixed income in 2025: still focusing on the short end?
At end of 2024, the Eurozone monetary policy was still rather accommodative with gradual interest rate cuts.
Read more
01/29/2025
Reserved for pros
Reading time : 15 min.
INSIGHTS MARKETS
Fixed Income Compass - January 2025
Quarterly publication / January 2025
Read more
01/27/2025
Reserved for pros
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.
Read more
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.
Read more
01/14/2025
Reserved for pros
Reading time : 15 min.
INSIGHTS MARKETS
French companies and banks facing mistrust of French debt
Read more
12/20/2024
Reserved for pros