Insights | Ostrum Asset Management

Reading time : 15 min.

INSIGHTS EXPERTISES

European high yield: The ‘sweet spot’ of fixed income?

12/11/2024

Reserved for pros

Reading time : 15 min.

INSIGHTS EXPERTISES

Points of view - 1 question, 3 experts: How to harness the risk aversion premium embedded in equity volatility or corporate bonds?

11/25/2024

Reserved for pros

Reading time : 15 min.

INSIGHTS EXPERTISES

Points of view – 1 question, 3 experts: REITS (real estate debt): are they attractive in asset allocations?

11/14/2024

Reserved for pros

Reading time : 15 min.

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Points of view – 1 question, 3 experts : What about supply and demand for financial debts?

09/27/2024

Reserved for pros

Reading time : 5 min.

INSIGHTS EXPERTISES

The Ultra Short Plus Credit strategy – 3 questions to Emmanuel Schatz

The Ultra Short Plus Credit strategy, an SRI investment opportunity in the very short maturity corporate bond market.‘For investors looking for regular and attractive yields, very short-term credit can offer the right solution: Short-term euro rates are at their highest in 15 years.’Emmanuel Schatz, Portfolio Manager for the SRI Credit Ultra Short Plus strategy

06/06/2024

Reserved for pros

Reading time : 15 min.

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Points of view – 1 question, 3 experts : 2024, a singular context of volatility in the markets?

03/22/2024

Reserved for pros

Reading time : 15 min.

INSIGHTS EXPERTISES

Points of view – 1 question, 3 experts : 2024, which strategies to boost duration?

03/13/2024

Reserved for pros

Reading time : 15 min.

INSIGHTS EXPERTISES

How can financial risks on insurance company balance sheets be managed amid macroeconomic shocks?

Like many institutionals, insurers are exposed to multiple risk components, but the main component is interest rate risk. Interest rate risk stems from liabilities and it is necessary to have exposure in order to hedge this same risk carried under balance sheet liabilities. Fixed income instruments are thus a significant portion of the balance sheet and make the main contribution towards earnings on liabilities. This is a key factor of financial output for the euro-denominated fund.

11/29/2023

Reserved for pros

Reading time : 15 min.

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Diversification in bond investing: the fund manager’s dilemma

Diversification and bond portfolio management often go hand in hand. There are two reasons for this: firstly, because the multitude and variety of asset classes underlying the bond market means there is a wide gap between the asset considered to be the safest in the world (Treasury notes) and the debt of financially fragile companies (high-yield bonds). Secondly, because at the “lower” level, i.e. within the indices, these asset classes contain hundreds of different securities.

10/31/2023

Reserved for pros

Reading time : 5 min.

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SRI Crossover 2026 Strategy

The credit market has recovered in 2023. Companies are showing their resilience, yields are at their highest for 10 years. For those wanting to take advantage of this interesting opportunity, Emilie Huot, Credit Portfolio Manager at Ostrum AM presents our new SRI Crossover 2026 hold-to-maturity credit strategy !

10/13/2023

Reading time : 15 min.

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Points of view – 1 question, 3 experts : Hold-to-maturity strategy : still the right time to invest ?

10/11/2023

Reserved for pros

Reading time : 5 min.

INSIGHTS EXPERTISES

A fresh challenge in insurance management

After a complicated interest-rate hike phase, new promising horizons are opening-up for insurance management, although there are other challenges to be met.

07/27/2023