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Crossover credit

Key features

  1. Credit investment on the most attractive risk/return profiles between lowest investment grade ratings (BBB+ to BBB-) and highest high yield ratings (BB+ to BB-).*

  2. Targeting stronger yield than investment grade bonds, while keeping volatility much lower than high yield, as well as lower interest rate exposure.

  3. SRI-accredited strategy built on integrated financial and non-financial research. **

*The following definitions apply for all references to investment grade and high yield ratings; Investment grade: rating equal to or above BBB- at Standard & Poor’s or equivalent rating; High yield: rating below BBB- at Standard & Poor’s or equivalent rating.

**Any reference to a ranking, award and/or rating provides no guarantee for future performance for the fund or fund manager. For more details on the SRI accreditation, visit www.lelabelisr.fr. SRI accreditation achieved on May 25, 2020.

 

Our strengths

  • podium

    Attractive positioning

    Our crossover investment strategies offer an attractive risk/return profile, with enhanced carry vs. investment grade while keeping volatility under control on the back of shorter duration.

  • specialized-experts

    Expert credit research team

    Our credit team is one of the most extensive in Europe, with fundamental analysis incorporating ESG materiality i.e. the real impact of environment, social and governance criteria on issuers' risk.

  • process

    Quality and risk management

    Our expert portfolio managers select securities from a range of the highest quality investments across all credit segments, and apply stringent risk management at every stage in our portfolio construction process.

Our investment team

  • Erwan Guilloux

    Erwan Guilloux

    Leader expert Credit
  • Julien Petit

    Julien Petit

    Credit portfolio Manager

Further reading

Reading time : 15 min.
INSIGHTS MARKETS
Ostrum Perspectives June 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.
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06/19/2024
Reserved for pros
Reading time : 5 min.
INSIGHTS MARKETS
Will cash remain King?
The ECB has started its rate cut cycle, but we do not expect rapid adjustments in the coming months. Yields should therefore remain attractive in the money market, which also offers low volatility and interest rate risk. Money market assets should therefore remain an important component of investors' asset allocation.To find out more about this interesting context, Fairouz Yahiaoui, Money market Portfolio Manager and Sanda Molotcov, Head of Credit Research at Ostrum AM share their views in this video.
Read more
06/07/2024
Reserved for pros
Reading time : 5 min.
INSIGHTS EXPERTISES
The Ultra Short Plus Credit strategy – 3 questions to Emmanuel Schatz
The Ultra Short Plus Credit strategy, an SRI investment opportunity in the very short maturity corporate bond market.‘For investors looking for regular and attractive yields, very short-term credit can offer the right solution: Short-term euro rates are at their highest in 15 years.’Emmanuel Schatz, Portfolio Manager for the SRI Credit Ultra Short Plus strategy
Read more
06/06/2024
Reserved for pros

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