The expert magazine of Ostrum AM

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

Key points

  • Hope for de-escalation underpins equity rally
  • S&P hit record high
  • T-note yields trading above 1.90%
  • Credit, high yield and emerging bonds outperforming amid rising risk-free bond yields

Strategy weekly of November 11, 2019

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