Insights | Ostrum Asset Management

Reading time : 5 min.

INSIGHTS MARKETS

Tailor-made For The Italian Market

Ostrum AM’s one-stop shop adds value to institutional investors’ pre-trade, trading and post-trade activities

03/29/2023

Reading time : 5 min.

INSIGHTS MARKETS

Credit Suisse by Ostrum Asset Management

Credit Suisse suffered repeated scandals and governance failures which resulted in a weaker business profile. They struggled for years to get the right management team during which time we saw the franchise weaken.

03/17/2023

INSIGHTS CSR / ESG

Aggregate impact investing: untapping the potential in sustainable bonds

Investors, whether institutional, banks or retail, are all looking for investments in line with their convictions, especially in terms of environment. Beyond the climate concern, they seek to participate in changes according to a Just Transition, which is socially responsible. These ambitions support the sustainable bond market, with the search for impact solutions, both from issuers – including governments – and from investors.

03/17/2023

Reserved for pros

Reading time : 5 min.

INSIGHTS CSR / ESG

MySustainableCorner – March 2023

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

03/13/2023

Reserved for pros

Reading time : 5 min.

INSIGHTS CSR / ESG

MySustainableCorner – April 2023

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

03/13/2023

Reserved for pros

Reading time : 5 min.

INSIGHTS CSR / ESG

MySustainableCorner – May 2023

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

03/13/2023

Reserved for pros

Reading time : 5 min.

INSIGHTS CSR / ESG

MySustainableCorner – June 2023

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

03/13/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Time For A Fresh Look At Money Markets

As yields rebound, investors seek high credit quality and strong SRI credentials Money markets are in a good place, offering low volatility, near zero rate sensitivity and an interesting yield. Amid rising rates and high volatility, money market investments offer investors a sound temporary portfolio solution. Well-resourced teams and rigorous risk control are key to a good risk-return ratio. Active management of interest rates and credit selection increases returns and reduces volatility in net asset values. SRI should be a significant component of asset selection too. Even though money market assets are short-term, long-term SRI issues can impact returns.

03/03/2023

Reading time : 15 min.

INSIGHTS EXPERTISES

A good year coming for emerging market debt

02/24/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS EXPERTISES

Financial aid to developing countries: China is the magic word

After 3 years of absence due to the Covid-19 pandemic, China is making a strong comeback on the international scene, notably in the G-20’s common framework for renegotiating the debt of poor countries created in 2021. What are the stakes and implications in terms of investment strategy?

02/24/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS EXPERTISES

Focus on Latin America

Latin America is extremely well positioned to benefit from the (near) end of the Fed's tightening cycle.

02/24/2023

Reserved for pros

Reading time : 15 min.

INSIGHTS MARKETS

Ostrum Perspectives February 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.

02/21/2023

Reserved for pros