Insights | Ostrum Asset Management

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives July 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.

07/18/2023

Reserved for pros

INSIGHTS MARKETS

Viewpoints: Relief? Rebound? Risk? The outlook for H2

Focus on the credit market, with Philippe Berthelot, Head of Credit & Money market Since October 2022, we forecasted that 2023 would be an annus mirabilis for fixed income. And as a specialised fixed income asset manager, we were right! So far, 2023 is a marvelous year in general, and for credit in particular.

07/10/2023

Reading time : 15 min.

INSIGHTS MARKETS

Momentum in EMD: (re) structuring, (re) rating and climate related!

June was marked by outperformance of ‘high yield’ EM countries and in particular the ‘C’ rated segment compared to investment grade counterparts, as shown in the chart below.

07/03/2023

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives June 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.

06/22/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives May 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.

04/25/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives April 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.

04/25/2023

Reserved for pros

Reading time : 5 min.

INSIGHTS MARKETS

Tailor-made For The Italian Market

Ostrum AM’s one-stop shop adds value to institutional investors’ pre-trade, trading and post-trade activities

03/29/2023

Reading time : 5 min.

INSIGHTS MARKETS

Credit Suisse by Ostrum Asset Management

Credit Suisse suffered repeated scandals and governance failures which resulted in a weaker business profile. They struggled for years to get the right management team during which time we saw the franchise weaken.

03/17/2023

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 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 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

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