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Ostrum AM Perspectives October 2025
Reading time : 15 min.
INSIGHTS MARKETS
Ostrum AM Perspectives October 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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10/16/2025
Reserved for pros
Fixed Income Compass - October 2025
Reading time : 15 min.
INSIGHTS MARKETS
Fixed Income Compass - October 2025
Quarterly publication / October 2025
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10/09/2025
Reserved for pros
Ostrum AM Perspectives September 2025
Reading time : 15 min.
INSIGHTS MARKETS
Ostrum AM Perspectives September 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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09/22/2025
Reserved for pros
Will emerging markets have their independence day?
Reading time : 15 min.
INSIGHTS MARKETS
Will emerging markets have their independence day?
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.
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09/18/2025
Reserved for pros
Points of view - 1 question 3 experts: Euro high yield: how to explain spreads resilience against geopolitical shocks?
Reading time : 5 min.
INSIGHTS MARKETS
Points of view - 1 question 3 experts: Euro high yield: how to explain spreads resilience against geopolitical shocks?
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09/10/2025
Reserved for pros
Why diversification is back on investors’ radars
Reading time : 15 min.
INSIGHTS MARKETS
Why diversification is back on investors’ radars
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09/01/2025
Reserved for pros
Ostrum AM Perspectives July 2025
Reading time : 15 min.
INSIGHTS MARKETS
Ostrum AM Perspectives July 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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07/18/2025
Reserved for pros
Fixed Income Compass - July 2025
Reading time : 15 min.
INSIGHTS MARKETS
Fixed Income Compass - July 2025
Quarterly publication / July 2025
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07/10/2025
Reserved for pros
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
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.
Read more
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