Insights

The year 2024 ended on a positive note, both in the bond and equity markets, despite the economic divergences between the United States and the rest of the world, as well as a persistently high floor on interest rates.2025 is likely to present a complex landscape, marked by uncertainty stemming from the outcome of the US elections, and heightened inflationary and budgetary risks contributing to volatility in long-term rates, both in the United States and in Europe.

At end of 2024, the Eurozone monetary policy was still rather accommodative with gradual interest rate cuts.

Quarterly publication / January 2025

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.

The coming year is likely to see significant volatility in some asset classes. For insurers willing to take a sophisticated approach to the Solvency Capital Requirements, this will be an opportunity to secure yield and boost returns.

For 2000 years, we have progressed without any significant constraints on the future of humanity. Today, we're reaching the planet's limits, compelling us to change our ways. Our era is marked by an unprecedented number of transformations that we must all adapt to, both individually and collectively, personally and professionally: environmental, societal, governance, digital... These changes are happening simultaneously and accelerating continuously.• What transitions are we facing and will continue to face?• What challenges will individuals, governments, and businesses need to address?• How is the asset management sector impacted?• How has Ostrum Asset Management (Ostrum AM) adapted its organization and strategy to meet these changes?Nathalie Beauvir, Director of Sustainable Transitions and Philippe Waechter, Chief Economist at Ostrum AM share their expert views on these challenges.

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.

For the second episode of Transitions, we discussed the major transitions we are and will be facing, as well as their impact on the asset management sector, with Nathalie Beauvir, Director of Sustainable Transitions, and Philippe Waechter, Chief Economist.

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