Insights | Ostrum Asset Management

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives September 2023

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.

09/19/2023

Reserved for pros

Reading time : 5 min.

INSIGHTS EXPERTISES

A fresh challenge in insurance management

After a complicated interest-rate hike phase, new promising horizons are opening-up for insurance management, although there are other challenges to be met.

07/27/2023

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum AM's Fixed Income views for the 2nd half of 2023

The current macroeconomic context is surrounded by some big questions: are we facing a recession? If so, how deep will it be? and how resilient is inflation? For Ostrum AM, it is inflation that will continue to remain the number one “sticky” topic on everyone’s mind. In this environment, what strategies could be considered by investors?

07/19/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives July 2023

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.

07/18/2023

Reserved for pros

INSIGHTS CSR / ESG

MySustainableCorner – Mid-2023 Summary

MySustainableCorner gives you monthly news on the sustainable bond market. In 2023, sustainable bonds are still appealling, supported by investors ’and issuers’ CSR policies. Find a mid-year recap on green bonds, social bonds, sustainability bonds and sustainability-linked bonds, as well as regulatory information.

07/10/2023

INSIGHTS MARKETS

Viewpoints: Relief? Rebound? Risk? The outlook for H2

Focus on the credit market, with Philippe Berthelot, Head of Credit & Money market Since October 2022, we forecasted that 2023 would be an annus mirabilis for fixed income. And as a specialised fixed income asset manager, we were right! So far, 2023 is a marvelous year in general, and for credit in particular.

07/10/2023

Reading time : 15 min.

INSIGHTS MARKETS

Momentum in EMD: (re) structuring, (re) rating and climate related!

June was marked by outperformance of ‘high yield’ EM countries and in particular the ‘C’ rated segment compared to investment grade counterparts, as shown in the chart below.

07/03/2023

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives June 2023

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.

06/22/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS CSR / ESG

Energy transition and biodiversity : a difficult union

The year 2023 marks the 30th anniversary of the entry into force of the Convention on Biological Diversity. And yet, while major global forums – COP 15 in Montreal in December, the International Seabed Authority Council in Kingston and the One Forest Summit in Libreville in March – have punctuated the news in recent months, a detailed understanding of biodiversity issues is still limited to a college of experts. The climate threat has long dominated political, economic and media debates, with many believing that the fight against climate change automatically goes hand in hand with the preservation of life. Yet while the consequences of biodiversity loss may seem less glaring than climate catastrophes, their scale is enough to make you break out in a cold sweat: we're on the verge of a sixth mass extinction, with species disappearing at a rate 100 to 1,000 times higher than the natural rate; almost 75% of terrestrial environments and 40% of marine ecosystems are reportedly already degraded.

06/19/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS EXPERTISES

2023, a year of all the changes for insurers

The rate movement since mid-2022, both highly anticipated and surprising in its magnitude, has upset some investment paradigms anchored for several decades. The new IFRS accounting rules also change the classification of assets for a large number of insurers. The year 2023 therefore offers the opportunity to review the structure of the portfolios and to implement a more active management, in order to take full advantage of the new market conditions, while integrating accounting concerns, explains Rémi Lamaud, Expert Solutions, Insurance Management and ALM solutions department at Ostrum AM.

06/02/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives April 2023

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.

04/25/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives May 2023

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.

04/25/2023

Reserved for pros