Insights

Investors, whether institutional, banks or retail, are all looking for investments in line with their convictions, especially in terms of environment. Beyond the climate concern, they seek to participate in changes according to a Just Transition, which is socially responsible. These ambitions support the sustainable bond market, with the search for impact solutions, both from issuers – including governments – and from investors.

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

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

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

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

As yields rebound, investors seek high credit quality and strong SRI credentials Money markets are in a good place, offering low volatility, near zero rate sensitivity and an interesting yield. Amid rising rates and high volatility, money market investments offer investors a sound temporary portfolio solution. Well-resourced teams and rigorous risk control are key to a good risk-return ratio. Active management of interest rates and credit selection increases returns and reduces volatility in net asset values. SRI should be a significant component of asset selection too. Even though money market assets are short-term, long-term SRI issues can impact returns.

After 3 years of absence due to the Covid-19 pandemic, China is making a strong comeback on the international scene, notably in the G-20’s common framework for renegotiating the debt of poor countries created in 2021. What are the stakes and implications in terms of investment strategy?

Latin America is extremely well positioned to benefit from the (near) end of the Fed's tightening cycle.

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. 

With energy price on the rise, ESG strategies become more and more accurate in the Telecom industry. In this sector, most companies have already integrated net-zero emission targets in their businesses. They have identified ESG risks and opportunities, and drivers for their activities: upgrade skills, leverage innovation to manage energy consumption, develop reuse and increase data protection. Companies’ ESG policies also include issuing sustainable bonds to finance green projects.