Insights

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

2025 was an excellent year for equity markets across all geographic regions. Total return performances (with net dividends reinvested) of the world’s major markets (United States, EMU, Europe, Japan, China) rose by an average of 20% throughout the year. Such performance had not been seen for some time, particularly in the euro area.2026 should remain supportive for equity markets, albeit with some persistent risk factors. Diversification and selectivity will remain key investment principles in 2026.

Quarterly publication / January 2026

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.

For the sixth episode of Transitions, we discussed how companies are positioning themselves and making progress in relation to the necessary adjustments for the climate transition, along with the financing that this entails, with Suzanne Bourgault, ESG Strategist and climate expert and Sanda Molotcov, Head of Credit & Sustainability Research.

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

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.

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

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.

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

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.

Quarterly publication / October 2025