Insights | Ostrum Asset Management

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

Reading time : 15 min.

INSIGHTS CSR / ESG

Addressing biodiversity issues: Processed food industry efforts towards preserving ecosystems

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.

09/05/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives July 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.

08/01/2022

Reserved for pros

Reading time : 5 min.

INSIGHTS EXPERTISES

Markets’ new paradigm: which strategies for insurers?

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.

06/23/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives June 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.

06/21/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS EXPERTISES

Sustainability Bonds: discernment is a must given the explosion of the market

Given the diversification of the market in terms of issuers and securities, a rigorous analysis is imperative. Because greenwashing is an ambush.

06/03/2022

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives May 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.

05/13/2022

Reserved for pros

Reading time : 5 min.

INSIGHTS CSR / ESG

Fostering a just transition with an investment strategy combining climate and social impact

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.

04/19/2022

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives April 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.

04/19/2022

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Inflation/growth : The big gap on the 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.

04/19/2022

Reserved for pros

Reading time : 5 min.

INSIGHTS CSR / ESG

How will the current energy crisis affect the world’s pathway to decarbonization?

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.

04/15/2022

Reserved for pros

Podcast

Reading time : 30 min.

INSIGHTS MARKETS

Inflation and growth: the big gap

04/14/2022

Reserved for pros