Insights | Ostrum Asset Management

Reading time : 5 min.

INSIGHTS CSR / ESG

How will the current energy crisis affect the world’s pathway to decarbonization?

Upon the release of the 3rd part of the IPCC report and in a context of major energy stress, Philippe Waechter, Head of the economic research department, Stéphane Déo, Head of markets strategy and Nathalie Pistre, Head of Research & SRI provide insights on the impact of the current crisis on the trajectory of decarbonation: peak emissions to occur before 2025, need for truly ambitious climate policies and low-carbon technologies that will serve as an accelerator but should not be an alibi for inaction.

04/15/2022

Reserved for pros

Podcast

Reading time : 30 min.

INSIGHTS MARKETS

Inflation and growth: the big gap

04/14/2022

Reserved for pros

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.

INSIGHTS MARKETS

Ostrum Perspectives March 2022

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.

03/21/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives February 2022

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.

02/14/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS EXPERTISES

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 : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives January 2022

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.

01/19/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives December 2021

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.

12/17/2021

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Outlook 2022 : Inflation will still influence markets

After a difficult year in 2020 and in the wake of the 2021 economic crisis, Ostrum Asset Management (Ostrum AM), an affiliate of Natixis Investment Managers, anticipates a return to the pre-crisis trend in 2022. However, markets are still expected to be affected by many risk factors and uncertainties. With inflation expectations on the rise, Philippe Waechter, Head of the Economic Research department, Stéphane Déo, Head of Market Strategy and Ibrahima Kobar, Chief Investment Officer at Ostrum AM present their views on the different sectors and asset classes.

12/15/2021

Reserved for pros

Reading time : 5 min.

INSIGHTS EXPERTISES

Climate change: how does it impact the banks?

11/22/2021

Reading time : 5 min.

INSIGHTS MARKETS

Ostrum Perspectives November 2021

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.

11/22/2021

Reserved for pros

Reading time : 15 min.

INSIGHTS CSR / ESG

How are economic sectors impacted by climate change and how do they adapt?

11/10/2021

Reserved for pros