Insights | Ostrum Asset Management

Reading time : 5 min.

INSIGHTS CSR / ESG

MySustainableCorner – May 2023

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

03/13/2023

Reserved for pros

Reading time : 5 min.

INSIGHTS CSR / ESG

MySustainableCorner – June 2023

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

03/13/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Time For A Fresh Look At Money Markets

As yields rebound, investors seek high credit quality and strong SRI credentials Money markets are in a good place, offering low volatility, near zero rate sensitivity and an interesting yield. Amid rising rates and high volatility, money market investments offer investors a sound temporary portfolio solution. Well-resourced teams and rigorous risk control are key to a good risk-return ratio. Active management of interest rates and credit selection increases returns and reduces volatility in net asset values. SRI should be a significant component of asset selection too. Even though money market assets are short-term, long-term SRI issues can impact returns.

03/03/2023

Reading time : 15 min.

INSIGHTS EXPERTISES

A good year coming for emerging market debt

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

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 MARKETS

Ostrum Perspectives February 2023

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.

02/21/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives March 2023

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.

02/21/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS CSR / ESG

Telecom & ESG: impact, opportunities, and challenges

With energy price on the rise, ESG strategies become more and more accurate in the Telecom industry. In this sector, most companies have already integrated net-zero emission targets in their businesses. They have identified ESG risks and opportunities, and drivers for their activities: upgrade skills, leverage innovation to manage energy consumption, develop reuse and increase data protection. Companies’ ESG policies also include issuing sustainable bonds to finance green projects.

02/09/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

US producer prices and retail sales: December data and outlook Commentary by Philippe Waechter, Director of Economic Research

Producer prices on final demand are falling again in December. The headline index stands at 6.2%, a far cry from the June high of 11.2% for producer prices on final demand.

01/18/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives January 2023

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.

01/17/2023

Reserved for pros

INSIGHTS MARKETS

Comment by Axel Botte, Global Strategist at Ostrum AM, on US inflation

US inflation (CPI) came in in line with expectations at 6.5% year on year in December. The monthly decrease in the headline CPI index amounts to 0.1%m. Energy contributed negatively (most notably gasoline), but piped gas service (+3%m) did not yet reflect the fall in prices observed on the natural gas futures markets. As a result, electricity costs increased by 1%m in December. Inflation excluding energy and food rose by 0.3%m in December and reached 5.7% year on year. Disinflation remains curbed by housing, which will take into account the already visible adjustment in rents and real estate prices (via owner-equivalent rents) several months later. The prices of medical care services, which fell significantly in October-November, are stabilizing. Used car prices keep falling despite a slight rise in prices at used car auctions in December.

01/12/2023