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.

In line with its CSR action plan and its desire to actively engage all its employees on climate issues, Ostrum AM is continuing its training efforts on this theme in 2023 by offering “Climate Fresk”  workshops.

In its 2022 Annual Report, the 30% Club France Investor Group finds that gender diversity in the SBF 120 has improved, but there is still a long road ahead. That’s why, in keeping with its ESG policy, Ostrum AM is confirming its active participation in the “30% Club France Investor Group”.

A moderate recession is likely, opportunities among fixed-income markets and relative caution in European equities After a particularly turbulent year in 2022, Ostrum Asset Management’s (Ostrum AM) experts are expecting a moderate recession in 2023. However, investors may be able to capitalise on investment opportunities and attractive entry levels in the markets, particularly in fixed-income and credit. With the ongoing energy crisis in Europe, extreme caution is required in stock picking. Philippe Waechter, Chief Economist, Stéphane Déo, Head of Market Strategy, Alexandre Caminade, CIO Core Fixed Income & Liquid Alternatives, Philippe Berthelot, CIO Fixed Income and Frédéric Leguay, Head of Equity Investments, present their views on the economy and on which markets and investment strategies to prioritise in order to find value in 2023.

Our investment strategy – Fixed Income Multi Strategies – has carried off the top prize in the High Yield Bond category at the Globes de la Gestion awards.

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.