After a favourable year for the financial markets in 2023 despite a troubled international context, 2024 should see a change of era, according to the experts at Ostrum AM, an affiliate of Natixis Investment Managers. Investors will have to adapt to a new market environment now in the hands of lenders, with interest rates permanently above 2%.

2024 should be a year rich in investment opportunities, served by active management of risks that are a priori contained but growing: duration risks, default risks for governments and companies alike, and volatility risks, not to mention the growing risks associated with climate change.

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MyStratWeekly – September 23rd 2025
Podcast
Reading time : 30 min.
NEWS MARKETS
Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.
09/23/2025
Reserved for pros
Ostrum AM Perspectives September 2025
Reading time : 15 min.
INSIGHTS MARKETS
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.
09/22/2025
Reserved for pros
Will emerging markets have their independence day?
Reading time : 15 min.
INSIGHTS MARKETS
The US dollar’s decline in 2025 combined with relative lower debt levels could contribute to the economic and financial emancipation of EM countries over the coming years, say Ostrum AM’s experts.
09/18/2025
Reserved for pros