Insights | Ostrum Asset Management

Reading time : 5 min.

INSIGHTS MARKETS

Why Ostrum Asset Management for Fixed income?

Fixed income requires: • a clear understanding of credit risk • a strong monitoring of duration risk in your portfolio • and a robust view on the evolution of these two factorsWe have the scale and are well equipped to meet these challenges, and properly serve our clients’ fixed income needs

10/16/2024

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives October 2024

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.

10/16/2024

Reserved for pros

Reading time : 5 min.

INSIGHTS MARKETS

Credit opportunities beyond the short term

As of early September, 2024 has been an interesting year for fixed income investments, and especially for Euro Credit.With central banks decreasing rates, we expect short-term yields to mechanically fall, which reinforces the attractiveness of the long end of the curves. It offers opportunities to seize additional yield and allows to implement a carry roll down strategy.

10/08/2024

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives September 2024

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.

09/25/2024

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives July 2024

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.

07/23/2024

Reserved for pros

Reading time : 5 min.

INSIGHTS MARKETS

Yield Curve optimism and the path of short-term rates

The outlook for the credit market and for short-term bonds is optimistic. At Ostrum Asset Management, we believe that short-term bond allocation is expected to remain an attractive investment in the future.Reach out to the analysis of Emmanuel Schatz, credit portfolio manager at Ostrum Asset Management, in this video.

07/10/2024

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives June 2024

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.

06/19/2024

Reserved for pros

Reading time : 5 min.

INSIGHTS MARKETS

Will cash remain King?

The ECB has started its rate cut cycle, but we do not expect rapid adjustments in the coming months. Yields should therefore remain attractive in the money market, which also offers low volatility and interest rate risk. Money market assets should therefore remain an important component of investors' asset allocation.To find out more about this interesting context, Fairouz Yahiaoui, Money market Portfolio Manager and Sanda Molotcov, Head of Credit Research at Ostrum AM share their views in this video.

06/07/2024

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

2024 Special elections – Mexico

05/29/2024

Reading time : 15 min.

INSIGHTS MARKETS

2024 Special elections – South Africa

05/27/2024

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives May 2024

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.

05/17/2024

Reserved for pros

Reading time : 5 min.

INSIGHTS MARKETS

All back to bonds?

While 2023 arguably marked the comeback of bonds, there’s no guarantee this trend will continue in 2024. And as the latest Natixis research points out, uncertainties over growth prospects and inflation levels, and hence over the timing and scale of central bank rate cuts in 2024, are prompting bond investors to exercise caution.

05/10/2024

Reserved for pros