Insights

Nathalie Beauvir-Rodes, senior impact bonds analyst, and Olivier Vietti, senior fixed-income fund manager at Ostrum Asset Management, tell us about the just transition and how it translates into responsible investment.

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 inflation rising at the beginning of the year at a level not seen for more than a quarter of a century, central banks are facing a dilemma and are being forced to raise rates faster than expected. Uncertainty about the impact of rate hikes, compounded by the current geopolitical situation with the conflict between Russia and Ukraine, is causing investors to fear a possible recession. Asset managers are now obliged to adapt their investment strategies in order to be able to offer advantageous solutions that allow investors to protect themselves from inflation or to take advantage of the current environment.

Upon the release of the 3rd part of the IPCC report and in a context of major energy stress, Philippe Waechter, Head of the economic research department, Stéphane Déo, Head of markets strategy and Nathalie Pistre, Head of Research & SRI provide insights on the impact of the current crisis on the trajectory of decarbonation: peak emissions to occur before 2025, need for truly ambitious climate policies and low-carbon technologies that will serve as an accelerator but should not be an alibi for inaction.

The insurance industry is highly affected by climate change. ESG has become a more global challenge for shareholders, customers, employees, suppliers and communities. Consequently, insurers must consider environmental, social and governance risks and opportunities within their strategies, as insurers and investors. Although they are primarily affected by environmental issues – physical and transition risks – they are also impacted by societal transformation and governance issues. Insurers need to adapt and innovate to remain competitive. This is a key concern, currently and for coming years.

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. 

How insurers can gain an edge by combining tailored servicing and active investment.

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. 

After a difficult year in 2020 and in the wake of the 2021 economic crisis, Ostrum Asset Management (Ostrum AM), an affiliate of Natixis Investment Managers, anticipates a return to the pre-crisis trend in 2022. However, markets are still expected to be affected by many risk factors and uncertainties. With inflation expectations on the rise, Philippe Waechter, Head of the Economic Research department, Stéphane Déo, Head of Market Strategy and Ibrahima Kobar, Chief Investment Officer at Ostrum AM present their views on the different sectors and asset classes.