Insights

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.

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.

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.

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.

At end of 2024, the Eurozone monetary policy was still rather accommodative with gradual interest rate cuts.

Quarterly publication / 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.

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.

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.

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.