News

Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.

Despite a still unclear interest rate situation and a recession that could increase defaults, the fixed income market, after a nightmarish 2022, has restarted. Falling inflation makes it possible to initiate several interesting strategies on some bond categories. Government bonds, Asian fixed income, investment grade corporate bonds and high yield are the sectors that offer the best opportunities, albeit in a context of considerable volatility, which is however lower than it was last year. Philippe Berthelot, head of money markets and rates at Ostrum AM and Alexandre Caminade, head of core fixed income and liquid alternatives at Ostrum AM, have answered journalist from the leading Italian magazine, Fondi & Sicav, Boris Secciani’s questions, sharing their current markets views and strategy.

Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.

Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.

Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.

Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.

Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.

Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.

Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.

Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.

Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Stéphane Déo, Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.

The upward revision of earnings and the poor performance of 2023 should support the recovery of small-cap firms. Axel Botte expects the Fed to raise rates one more time before pausing and does not foresee rate cuts until 2024. The financial earthquake generated by the US regional banks stopped the rally in which markets were immersed. Although investors were nervous at the end of March, Axel Botte believes that the current situation is a far cry from that of 2008. The Ostrum AM strategist believes that institutions have acted quickly and that there are still attractive options in both bonds and equities.