Hold to maturity (HTM)

Key features

  1. Holding bonds to maturity with a focus on securities with the strongest yield, while complying with a specific risk target
  2. Broad issuer and sector diversification in our portfolios aim to reduce default risk
  3. Low portfolio rotation keeps transactions costs to a minimum

 

Our strengths

  • process

    Conviction-Based Selection

    Our conviction-led selection draws on fundamental debt analysis and relative value analysis for issuers in any given country or sector.

  • asc-arrow

    Continuous Monitoring

    Our portfolio managers and credit analysts constantly monitor holdings in our portfolio in terms of both credit and market fundamentals.

  • efficiency

    Bespoke Portfolios

    We design customized portfolios to address each client's investment constraints in terms of asset class, ESG approach, currencies, maturities, SCR and accounting requirements.

  • Alexandre Caminade

    Alexandre Caminade

    CIO Core Fixed Income & Liquid Alternatives

  • Philippe Berthelot

    Philippe Berthelot

    CIO Credit & Money Markets

Further reading

Reading time : 15 min.
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
Reading time : 5 min.
INSIGHTS MARKETS
While 2023 arguably marked the comeback of bonds, there’s no guarantee this trend will continue in 2024. And as the latest Natixis research points out, uncertainties over growth prospects and inflation levels, and hence over the timing and scale of central bank rate cuts in 2024, are prompting bond investors to exercise caution.
05/10/2024
Reserved for pros

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