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Reading time : 15 min.
INSIGHTS MARKETS
Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum’s views on the economy, strategy and markets. 
02/20/2024
Reserved for pros
INSIGHTS MARKETS
During Natixis Investment Managers 2024 Outlook conference, Philippe Berthelot, Head of Credit & Money Market at Ostrum AM shared his views on fixed income markets.
01/19/2024
Reserved for pros
Reading time : 15 min.
INSIGHTS MARKETS
Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum’s views on the economy, strategy and markets. 
01/16/2024
Reserved for pros
Reading time : 15 min.
INSIGHTS MARKETS
With major central banks crossing the finish line on aggressive tightening cycles, Ostrum Asset Management (Ostrum AM) expects 2024 to be rich in investment opportunities but signals there are still multiple risks to be managed. Amongst the usual suspects are credit, duration and volatility, but there are also others to consider such as the configuration of yield curves and the growing risks related to the climate transition.
01/10/2024
Reserved for pros
Reading time : 30 min.
INSIGHTS MARKETS
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.
01/09/2024
Reserved for pros
Reading time : 15 min.
INSIGHTS MARKETS
Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum’s views on the economy, strategy and markets. 
12/19/2023
Reserved for pros
Reading time : 5 min.
INSIGHTS MARKETS
Dieudonné Djimi, Global Interest Rates & Currency Portfolio Manager at Ostrum Asset Management, discusses Outlook for sovereign bond markets in 2024 . As mentioned in Ostrum 2024 global outlooks, the fixed income market will have to deal with an unprecedented rise in net bond issuance, as the central banks aim to ease their rates. This situation should lead towards a record year for sovereign issuance. In this environment, how can we ensure that market makers are able to fulfil their role as principal liquidity providers to the bond markets? How can trading protocols and enhanced connectivity create new sources of liquidity? What is the role of transparency in underpinning market resilience? How do conditions in the repo and derivatives markets impact underlying bond markets?
12/13/2023
Reserved for pros
Reading time : 15 min.
INSIGHTS MARKETS
At a time when the issue of preserving forests to combat global warming is central to the COP28 debates, President Lula marks a break with his predecessor and calls on world leaders to "take concrete action and respect climate agreements". In a country where agribusiness has destroyed almost 50% of the vegetation cover, one of the main challenges of the new presidential term is to increase the agricultural area without cutting down trees. The date has been set for the COP30 in Belem. At the same time, the country's commitment to fiscal and budgetary reform is expected to put public finances on a sounder footing as it embarks on a major structural macroeconomic turnaround. Everything is in place to attract international investors.
12/11/2023
Reading time : 30 min.
INSIGHTS MARKETS
Coming on the heels of 2023, a year that turned out favourable for the financial markets despite a disruptive international environment, 2024 promises to usher in a new era, according to the experts at Ostrum Asset Management (Ostrum AM), an affiliate of Natixis Investment Managers. Investors will thus have to adapt to a new market configuration, one where the lenders have the power, with interest rates set to remain above 2% for a prolonged period. 2024 is shaping up to be a year filled with investment opportunities, served by active management of risks that should in principle be contained but are nevertheless on the rise: duration risks, credit risks and volatility risks, not to mention risks associated with climate change.
12/04/2023
Reserved for pros
Reading time : 15 min.
INSIGHTS MARKETS
Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum’s views on the economy, strategy and markets. 
11/21/2023
Reserved for pros
Reading time : 15 min.
INSIGHTS MARKETS
Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum’s views on the economy, strategy and markets. 
10/17/2023
Reserved for pros