Insights

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

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.

Everyone agrees on the need to take into account the impacts of the climate transition on workers, communities, consumers and citizens, if we want to achieve a rapid change towards a low-carbon economy. Recognising the urgency and the key role that the private sector must play in financing the transition, we decided to integrate the social and territorial dimension of the Just Transition into our new global fixed-income impact bond strategy (SFDR 9). We invest 100% in sustainable bonds which we have identified with a solid Just Transition profile, according to our proprietary methodologies.

For both buyers and sellers, the volatility asset class is regaining an appeal it has not enjoyed for a long time. On 0-day to expiry, volatility appears much stronger resulting in sharp market intraday turnarounds. With our Volatility Risk Premium strategy, investors seek to capitalize on opportunities generated through dynamic volatility management.

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. 

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’s views on the economy, strategy and markets. 

Processed food companies are highly dependent on the agribusiness sector. They therefore have a key role to play in protecting biodiversity. They also have a major interest in doing so, as the destruction of ecosystems has a direct impact on their business model and the long-term sustainability of their businesses. Adapting practices and changing behaviour is a vital response to consumer and shareholder expectations, whose awareness regarding the environmental impact of production methods and supply chains is increasing constantly. As an investor, Ostrum Asset Management (Ostrum AM) uses stewardship, dialogue and voting policy to curb the most harmful practices and encourage sustainable innovation. 

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 combination of stricter regulatory requirements, a volatile market and rising interest rates will necessarily have an impact on insurers’ investment strategies. Although there is no simple answer to these market conditions, Rémi Lamaud, solution expert, insurance management & ALM solutions at Ostrum AM, explains how portfolio allocation has to reviewed to respond to each insurer’s accounting objectives, asset-liability backing and socially responsible ESG investments.

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.