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Transitions – Equity markets
Podcast
Reading time : 15 min.
INSIGHTS MARKETS
Transitions – Equity markets
For the fourth episode of Transitions, we discussed the fundamentals of equity portfolio management in the midst of an uncertain world facing multiple transitions with Frédéric Leguay, Head of Fundamental Equities, and Juan Sebastian Caicedo, International Equities portfolio manager.
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06/27/2025
Reserved for pros
Points of view - 1 question, 3 experts: Towards a convergence of Italian and French sovereign spreads?
Reading time : 15 min.
INSIGHTS MARKETS
Points of view - 1 question, 3 experts: Towards a convergence of Italian and French sovereign spreads?
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06/23/2025
Reserved for pros
MySustainableCorner – June 2025
Reading time : 5 min.
INSIGHTS CSR / ESG
MySustainableCorner – June 2025
Every month, find out all about the sustainable market bonds news in our newsletter "MySustainableCorner".
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06/23/2025
Reserved for pros
Ostrum AM Perspectives June 2025
Reading time : 15 min.
INSIGHTS MARKETS
Ostrum AM Perspectives June 2025
Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum AM's views on the economy, strategy and markets.
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06/18/2025
Reserved for pros
The impact of passive flows and the role of active management
Reading time : 15 min.
INSIGHTS MARKETS
The impact of passive flows and the role of active management
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06/12/2025
Reserved for pros
Points of view - 1 question, 3 experts: International equities: what have we learned year-to-date?
Reading time : 15 min.
INSIGHTS MARKETS
Points of view - 1 question, 3 experts: International equities: what have we learned year-to-date?
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06/11/2025
Reserved for pros
Points of view - 1 question, 3 experts: China, Dollard and risky assets: what to expect post-Geneva?
Reading time : 5 min.
INSIGHTS EXPERTISES
Points of view - 1 question, 3 experts: China, Dollard and risky assets: what to expect post-Geneva?
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05/23/2025
Reserved for pros
MySustainableCorner – May 2025
Reading time : 5 min.
INSIGHTS CSR / ESG
MySustainableCorner – May 2025
Every month, find out all about the sustainable market bonds news in our newsletter "MySustainableCorner".
Read more
05/23/2025
Reserved for pros
Ostrum AM Perspectives May 2025
Reading time : 15 min.
INSIGHTS MARKETS
Ostrum AM Perspectives May 2025
Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum AM's views on the economy, strategy and markets.
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05/19/2025
Reserved for pros
Fixed Income Compass - April 2025
Reading time : 15 min.
INSIGHTS MARKETS
Fixed Income Compass - April 2025
Quarterly publication / April 2025
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04/28/2025
Reserved for pros
Ostrum AM Perspectives April 2025
Reading time : 15 min.
INSIGHTS MARKETS
Ostrum AM Perspectives April 2025
Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum AM's views on the economy, strategy and markets.
Read more
04/22/2025
Reserved for pros
MySustainableCorner – April 2025
Reading time : 5 min.
INSIGHTS CSR / ESG
MySustainableCorner – April 2025
Every month, find out all about the sustainable market bonds news in our newsletter "MySustainableCorner".
Read more
04/22/2025
Reserved for pros