Insights

Filter
Filter
Close
Categories
Types
Active filters
  • Markets
Reset
Ostrum AM 2025 Outlook
Reading time : 15 min.
INSIGHTS MARKETS
12/09/2024
Reserved for pros
Ostrum Perspectives November 2024
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.
11/19/2024
Reserved for pros
It’s time to start thinking differently about cash
Reading time : 15 min.
INSIGHTS MARKETS
In 2023, money market funds experienced a significant increase, benefiting from a backdrop of rising interest rates and inflation. Investors are reassessing their approach to liquidity, with a 21% increase in assets under management, followed by an 11% rise in 2024. As the prospect of rate cuts looms, the sustainability of these attractive yields remains uncertain.
11/05/2024
Reserved for pros
US elections, the dollar and EM FX
Reading time : 15 min.
INSIGHTS MARKETS
The world is holding its breath ahead of the US elections on November 5. The outcome will be positive or negative for emerging market currencies, depending on the political choices implemented.
10/25/2024
Why Ostrum Asset Management for Fixed income?
Reading time : 5 min.
INSIGHTS MARKETS
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
Ostrum Perspectives October 2024
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.
10/16/2024
Reserved for pros
Credit opportunities beyond the short term
Reading time : 5 min.
INSIGHTS MARKETS
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
Ostrum Perspectives September 2024
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.
09/25/2024
Reserved for pros
Ostrum Perspectives July 2024
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.
07/23/2024
Reserved for pros
Yield Curve optimism and the path of short-term rates
Reading time : 5 min.
INSIGHTS MARKETS
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
Ostrum Perspectives June 2024
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.
06/19/2024
Reserved for pros
Will cash remain King?
Reading time : 5 min.
INSIGHTS MARKETS
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