Will cash remain King?
Reading time : 5 min.
INSIGHTS MARKETS
The ECB has started its rate cut cycle, but we do not expect rapid adjustments in the coming months. Yields should therefore remain attractive in the money market, which also offers low volatility and interest rate risk. Money market assets should therefore remain an important component of investors' asset allocation.To find out more about this interesting context, Fairouz Yahiaoui, Money market Portfolio Manager and Sanda Molotcov, Head of Credit Research at Ostrum AM share their views in this video.
06/07/2024
Reserved for pros
The Ultra Short Plus Credit strategy – 3 questions to Emmanuel Schatz
Reading time : 5 min.
INSIGHTS EXPERTISES
The Ultra Short Plus Credit strategy, an SRI investment opportunity in the very short maturity corporate bond market.‘For investors looking for regular and attractive yields, very short-term credit can offer the right solution: Short-term euro rates are at their highest in 15 years.’Emmanuel Schatz, Portfolio Manager for the SRI Credit Ultra Short Plus strategy
06/06/2024
Reserved for pros
The Ostrum SRI Credit Ultra Short Plus fund reaches 2 billion euros in assets under management
Reading time : 5 min.
NEWS CORPORATE
Ostrum's SRI Credit Ultra Short Plus fund offers an investment opportunity in the very short-term corporate bond market through SRI management.
06/04/2024
Reserved for pros
2024 Special elections – Mexico
Reading time : 15 min.
INSIGHTS MARKETS
05/29/2024
MySustainableCorner – May 2024
Reading time : 5 min.
INSIGHTS CSR / ESG
Every month, find out all about the sustainable market bonds news in our newsletter « MySustainableCorner ».
05/28/2024
Reserved for pros
2024 Special elections – South Africa
Reading time : 15 min.
Ostrum AM named Best Responsible Investment Firm – France at the 2024 Ethical Finance Awards
Reading time : 5 min.
Ostrum Perspectives May 2024
Reading time : 15 min.
INSIGHTS MARKETS
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.
05/17/2024
Reserved for pros
Responsible Investment: Ostrum AM acknowledged in the 2024 RIBI Edition
Reading time : 5 min.
NEWS CORPORATE
Ostrum AM once again ranks among the top 20% of global players identified as "avant-gardists" in the 2024 edition of the H&K "Responsible Investment Brand Index" (RIBI).
04/29/2024
The covered bond asset class: an attractive investment compared to other high-quality liquid assets
Reading time : 15 min.
INSIGHTS MARKETS
Covered bonds are an essential financing instrument for banks in the euro area. ECB monetary tightening affects the covered bond market directly with the unwinding of CBPP3  holdings and indirectly with the TLTRO  repayment (freeing covered bond collateral). Mortgage loans are the main collateral for covered bonds. Housing has been hit by higher rates so that bank lending to households for house purchase shrunk. Covered bond supply should slow reflecting declining lending flows. Covered bond spreads tend to compare favorably to other similarly low-risk asset classes.
04/26/2024
Reserved for pros