The expert magazine of Ostrum AM

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

 

Key Points

 

  • New tariffs have been implemented
  • Bond yields to remain close to lows
  • Equity markets rebound toward monthly close
  • High yield and emerging bonds fare well (despite Argentina’s default!)

Strategy weekly September 2, 2019

Download Download