Insights | Ostrum Asset Management

Reading time : 15 min.

INSIGHTS MARKETS

Outlook 2023

A moderate recession is likely, opportunities among fixed-income markets and relative caution in European equities After a particularly turbulent year in 2022, Ostrum Asset Management’s (Ostrum AM) experts are expecting a moderate recession in 2023. However, investors may be able to capitalise on investment opportunities and attractive entry levels in the markets, particularly in fixed-income and credit. With the ongoing energy crisis in Europe, extreme caution is required in stock picking. Philippe Waechter, Chief Economist, Stéphane Déo, Head of Market Strategy, Alexandre Caminade, CIO Core Fixed Income & Liquid Alternatives, Philippe Berthelot, CIO Fixed Income and Frédéric Leguay, Head of Equity Investments, present their views on the economy and on which markets and investment strategies to prioritise in order to find value in 2023.

12/22/2022

INSIGHTS MARKETS

Ostrum Perspectives December 2022

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.

12/20/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives November 2022

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.

11/17/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Money markets, back on the forefront?

The European Central Bank announced a hike of 75 basis point in its deposit facility rate on September 8, 2022, after a first one of 50 basis point in July. These increases could be an opportunity for investors on money market funds who benefit now from positive rates after several years of negative rates.

10/25/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives October 2022

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.

10/17/2022

Reserved for pros

Reading time : 5 min.

INSIGHTS MARKETS

Points of view : one question, three experts – Credit Market

10/11/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives September 2022

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.

09/20/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives July 2022

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.

08/01/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives June 2022

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.

06/21/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives May 2022

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.

05/13/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives April 2022

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.

04/19/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Inflation/growth : The big gap on the markets?

With inflation rising at the beginning of the year at a level not seen for more than a quarter of a century, central banks are facing a dilemma and are being forced to raise rates faster than expected. Uncertainty about the impact of rate hikes, compounded by the current geopolitical situation with the conflict between Russia and Ukraine, is causing investors to fear a possible recession. Asset managers are now obliged to adapt their investment strategies in order to be able to offer advantageous solutions that allow investors to protect themselves from inflation or to take advantage of the current environment.

04/19/2022

Reserved for pros