Insights

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.

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. 

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. 

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.

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. 

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. 

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. 

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.

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. 

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.