The expert magazine of Ostrum AM

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

Keys points

  • Equities at climax despite political turmoil
  • Monetary easing boosts performances
  • Sovereign risk pushed forward, considerable narrowing in credit spread
  • Low volatility in FX markets, except for sterling and emerging markets

Strategy Weekly of January 2nd 2020.

Download Download