Insights | Ostrum Asset Management

Reading time : 15 min.

INSIGHTS MARKETS

Outlook 2023

A moderate recession is likely, opportunities among fixed-income markets and relative caution in European equities After a particularly turbulent year in 2022, Ostrum Asset Management’s (Ostrum AM) experts are expecting a moderate recession in 2023. However, investors may be able to capitalise on investment opportunities and attractive entry levels in the markets, particularly in fixed-income and credit. With the ongoing energy crisis in Europe, extreme caution is required in stock picking. Philippe Waechter, Chief Economist, Stéphane Déo, Head of Market Strategy, Alexandre Caminade, CIO Core Fixed Income & Liquid Alternatives, Philippe Berthelot, CIO Fixed Income and Frédéric Leguay, Head of Equity Investments, present their views on the economy and on which markets and investment strategies to prioritise in order to find value in 2023.

12/22/2022

INSIGHTS MARKETS

Ostrum Perspectives December 2022

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.

12/20/2022

Reserved for pros

INSIGHTS CSR / ESG

MySustainableCorner – December 2022

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

12/13/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives November 2022

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.

11/17/2022

Reserved for pros

Reading time : 5 min.

INSIGHTS CSR / ESG

MySustainableCorner – november 2022

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

11/08/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Money markets, back on the forefront?

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.

10/25/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS CSR / ESG

Points of view – 1 question, 3 experts : Why is the just transition a key element of climate strategies ?

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.

10/24/2022

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Reading time : 15 min.

INSIGHTS CSR / ESG

Points of view – 1 question, 3 experts : How to seize the opportunity of investing in equity volatility ?

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.

10/24/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives October 2022

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.

10/17/2022

Reserved for pros

Reading time : 5 min.

INSIGHTS MARKETS

Points of view : one question, three experts – Credit Market

10/11/2022

Reserved for pros

Reading time : 5 min.

INSIGHTS CSR / ESG

MySustainableCorner – October 1st 2022

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

10/06/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives September 2022

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.

09/20/2022

Reserved for pros