News & insights

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.

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

For the sixth episode of Transitions, we discussed how companies are positioning themselves and making progress in relation to the necessary adjustments for the climate transition, along with the financing that this entails, with Suzanne Bourgault, ESG Strategist and climate expert and Sanda Molotcov, Head of Credit & Sustainability Research.

European banks have reported robust 2025 earnings. European bank bonds have been strongly supported by these solid fundamentals and favorable technical factors, leading to a significant compression of spreads, especially on subordinated debt.We believe the current fundamental momentum will carry through into 2026. We anticipate net interest income growth potential from the second half of the year, once the central bank rate cuts implemented in 2025 have been largely absorbed by banks.Consequently, we retain a positive outlook for the banking sector. We believe banks are favorably positioned within an economic landscape marked by, on one hand, a relatively stable macroeconomic baseline scenario, and on the other, an environment replete with numerous underlying risks.Furthermore, despite stretched valuations and a riskier context, the decline in issuance and the sector's resilience should limit downside risk and support carry. Opportunities remain through mergers and acquisitions, regulation (AT1), and lower capital structure investments.

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

The 30% Club France Investor Group has released its 2025 Annual Report, documenting the progress made in the representation of women within the leadership of SBF120 companies. Ostrum AM continues its commitment as a founding member.

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.