2024 OUTLOOK : Multiple risks, multiple opportunities

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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Podcast

Reading time : 30 min.

NEWS MARKETS

MyStratWeekly – June 9th 2026

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.

06/09/2026

Reserved for pros

Solvency II Reform: Impacts on the Real Economy?

Reading time : 15 min.

INSIGHTS MARKETS

Solvency II Reform: Impacts on the Real Economy?

With the upcoming entry into force of the Solvency II reform, the European regulator aims to enable insurers to increase their contribution to financing the European economy.As stated by the European Commission as the first objective: “[Solvency II Delegated Regulation will]1. help insurers provide more long‑term financing to the real economy, supporting the objectives of the savings and investments union.This will encourage long‑term investments and increase investment capacity by making the valuation of long‑term liabilities less volatile and more predictable.To what extent will these objectives be achieved?

06/02/2026

Reserved for pros

Podcast

Reading time : 30 min.

NEWS MARKETS

MyStratWeekly – May 26th 2026

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.

05/26/2026

Reserved for pros

2024 OUTLOOK : Multiple risks, multiple opportunities

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