Insights

Quarterly publication / April 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.

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

For the third episode of Transitions, we discussed the role of sustainable bonds in the ecological and social transition and the changes to be expected in the current environment with Timothée Pubellier, senior portfolio manager, and Sanda Molotcov, head of credit and sustainability research.

Investing in ESG-focused bonds is a way to support the planet. While the sovereign bond market has limited issuers, it is still large and liquid, offering opportunities across the yield curve.

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

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.

The investment community labels companies as growth or value, while also categorizing them by sector, geography, and themes. At times, catchy acronyms like the "Magnificent 7" emerge to highlight standout firms. Given the increasing dynamism of Asian Equity markets, employing a Corporate Lifecycle Framework provides an innovative approach to deconstruct the investment universe, refine one's stock selection, and strategically position for long-term success, ultimately gaining a competitive advantage.

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

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.