The year 2024 is ending on a positive note, both in the bond and equity markets, despite the economic divergences between the United States and the rest of the world, as well as a persistently high floor on interest rates.2025 is likely to present a complex landscape, marked by uncertainty stemming from the outcome of the US elections, and heightened inflationary and budgetary risks contributing to volatility in long-term rates, both in the United States and in Europe. Against this unpredictable backdrop, Axel Botte, Head of Market Strategy, Alexandre Caminade, Head of Core Fixed Income and Liquid Alternatives, Philippe Berthelot, Head of Credit and Money Markets, and Frédéric Leguay, Head of Insurance Equity Management, present Ostrum AM's outlook for the economy and markets, and the choices they believe should be made for 2025 to take advantage of the current environment. 

Ostrum Asset Management (Ostrum AM), an affiliate of Natixis Investment Managers, announced today the appointment of Gaëlle Malléjac as its Global Chief Investment Officer (Global CIO). With this move, Ostrum AM optimises its organisation by bringing together all its management expertise – insurance and ALM1 solutions, fixed income, quantitative and structured – and research – economic research and market strategy, credit research and quantitative research – under one leadership.