The expert magazine of Ostrum AM

Read weekly markets analysis by Axel Botte, Ostrum Asset Management's Global Strategist.

Key points

  • Brexit or the Pandora’s box
  • Yields still low, 10s30s steepening potential in the US
  • Gradual return to risky assets
  • Valuations allow for an equity rebound
  • Significant tightening in high yield and emerging debt markets

Strategy Weekly of January 14th, 2019.

Download Download