Insights | Ostrum Asset Management

Podcast

Reading time : 15 min.

INSIGHTS EXPERTISES

For the fifth episode of Transitions, we explored the transformative power of artificial intelligence and its effects on the asset management industry with Emmanuel Bourdeix, Director of Quantitative Investments and Research, and Philippe Waechter, Director of Economic Research.

10/02/2025

Reserved for pros

Reading time : 5 min.

INSIGHTS CSR / ESG

MySustainableCorner – September 2025

Every month, find out all about the sustainable market bonds news in our newsletter "MySustainableCorner".

09/29/2025

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum AM Perspectives September 2025

Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum AM's views on the economy, strategy and markets.

09/22/2025

Reserved for pros

Will emerging markets have their independence day?

Reading time : 15 min.

INSIGHTS MARKETS

Will emerging markets have their independence day?

The US dollar’s decline in 2025 combined with relative lower debt levels could contribute to the economic and financial emancipation of EM countries over the coming years, say Ostrum AM’s experts.

09/18/2025

Reserved for pros

Points of view - 1 question 3 experts: Euro high yield: how to explain spreads resilience against geopolitical shocks?

Reading time : 5 min.

INSIGHTS MARKETS

Points of view - 1 question 3 experts: Euro high yield: how to explain spreads resilience against geopolitical shocks?

09/10/2025

Reserved for pros

Why diversification is back on investors’ radars

Reading time : 15 min.

INSIGHTS MARKETS

Why diversification is back on investors’ radars

09/01/2025

Reserved for pros

Reading time : 5 min.

INSIGHTS CSR / ESG

MySustainableCorner – July 2025

Every month, find out all about the sustainable market bonds news in our newsletter "MySustainableCorner".

07/28/2025

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum AM Perspectives July 2025

Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum AM's views on the economy, strategy and markets.

07/18/2025

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Fixed Income Compass - July 2025

Quarterly publication / July 2025

07/10/2025

Reserved for pros

Podcast

Reading time : 15 min.

INSIGHTS MARKETS

Transitions – Equity markets

For the fourth episode of Transitions, we discussed the fundamentals of equity portfolio management in the midst of an uncertain world facing multiple transitions with Frédéric Leguay, Head of Fundamental Equities, and Juan Sebastian Caicedo, International Equities portfolio manager.

06/27/2025

Reserved for pros