Insights | Ostrum Asset Management

Why Ostrum Asset Management for Fixed income?

Reading time : 5 min.

INSIGHTS MARKETS

Why Ostrum Asset Management for Fixed income?

Fixed income requires: • a clear understanding of credit risk • a strong monitoring of duration risk in your portfolio • and a robust view on the evolution of these two factorsWe have the scale and are well equipped to meet these challenges, and properly serve our clients’ fixed income needs

10/16/2024

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives October 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.

10/16/2024

Reserved for pros

Credit opportunities beyond the short term

Reading time : 5 min.

INSIGHTS MARKETS

Credit opportunities beyond the short term

As of early September, 2024 has been an interesting year for fixed income investments, and especially for Euro Credit.With central banks decreasing rates, we expect short-term yields to mechanically fall, which reinforces the attractiveness of the long end of the curves. It offers opportunities to seize additional yield and allows to implement a carry roll down strategy.

10/08/2024

Reserved for pros

Points of view – 1 question, 3 experts : What about supply and demand for financial debts?

Reading time : 15 min.

INSIGHTS EXPERTISES

Points of view – 1 question, 3 experts : What about supply and demand for financial debts?

09/27/2024

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives September 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.

09/25/2024

Reserved for pros

Reading time : 5 min.

INSIGHTS CSR / ESG

MySustainableCorner – September 2024

Every month, find out all about the sustainable market bonds news in our newsletter "MySustainableCorner".

09/24/2024

Reserved for pros

Reading time : 5 min.

INSIGHTS CORPORATE

IFRS 9, a year later

IFRS 9 has now been in use by insurance companies for the last year. What does it address and what are its impacts?

09/17/2024

Reserved for pros

How insurers are adapting to the new paradigm

Reading time : 15 min.

INSIGHTS CSR / ESG

How insurers are adapting to the new paradigm

Reactivity and pro-activity both needed to meet the challenges of macro, regulatory and ESG shifts

09/10/2024

Reserved for pros

Reading time : 5 min.

INSIGHTS CSR / ESG

MySustainableCorner – July 2024

Every month, find out all about the sustainable market bonds news in our newsletter "MySustainableCorner".

07/23/2024

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives July 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.

07/23/2024

Reserved for pros

Yield Curve optimism and the path of short-term rates

Reading time : 5 min.

INSIGHTS MARKETS

Yield Curve optimism and the path of short-term rates

The outlook for the credit market and for short-term bonds is optimistic. At Ostrum Asset Management, we believe that short-term bond allocation is expected to remain an attractive investment in the future.Reach out to the analysis of Emmanuel Schatz, credit portfolio manager at Ostrum Asset Management, in this video.

07/10/2024

Reserved for pros

Podcast

Reading time : 15 min.

INSIGHTS CSR / ESG

Transitions – Sovereign debt and ESG

For the first episode of Transitions, we discussed the link between ESG and sovereign debt with Timothée Pubellier, senior portfolio manager, and Léonie Ségala, SRI analyst.

07/04/2024

Reserved for pros