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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.
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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
Points of view - 1 question, 3 experts: International equities: what have we learned year-to-date?
Reading time : 15 min.
INSIGHTS MARKETS
Points of view - 1 question, 3 experts: International equities: what have we learned year-to-date?
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06/11/2025
Reserved for pros
Ostrum AM Perspectives May 2025
Reading time : 15 min.
INSIGHTS MARKETS
Ostrum AM Perspectives May 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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05/19/2025
Reserved for pros
Fixed Income Compass - April 2025
Reading time : 15 min.
INSIGHTS MARKETS
Fixed Income Compass - April 2025
Quarterly publication / April 2025
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04/28/2025
Reserved for pros
Ostrum AM Perspectives April 2025
Reading time : 15 min.
INSIGHTS MARKETS
Ostrum AM Perspectives April 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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04/22/2025
Reserved for pros
The sustainable view on sovereign bonds
Reading time : 15 min.
INSIGHTS MARKETS
The sustainable view on sovereign bonds
Investing in ESG-focused bonds is a way to support the planet. While the sovereign bond market has limited issuers, it is still large and liquid, offering opportunities across the yield curve.
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03/28/2025
Reserved for pros
Points of view - 1 question, 3 experts: PFAS: the “forever chemicals” under scrutiny from regulators and investors?
Reading time : 5 min.
INSIGHTS MARKETS
Points of view - 1 question, 3 experts: PFAS: the “forever chemicals” under scrutiny from regulators and investors?
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03/21/2025
Reserved for pros
Exploring the Dynamics of a Weaker Dollar: Consequences and Opportunities
Reading time : 5 min.
INSIGHTS MARKETS
Exploring the Dynamics of a Weaker Dollar: Consequences and Opportunities
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03/17/2025
Reserved for pros
Ostrum AM Perspectives March 2025
Reading time : 15 min.
INSIGHTS MARKETS
Ostrum AM Perspectives March 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
03/17/2025
Reserved for pros