Sovereign bonds

An active approach to euro area sovereign bonds

 

Key features

 

  1. Active, opportunity-driven management of euro area sovereign debt, incorporating non-financial criteria
  2. Established expertise and a tried-and-tested investment process going back over 25 years1
  3. Our approach is based on multiple sources of value-added, including duration management and opportunity-driven country allocation


1. 'Euro Sovereigns' strategy first launched in January, 1994.

 

Our strengths

  • search

    Active fundamental management

    Our conviction-driven approach draws on a top-down strategy to determine yield curve and duration positioning, while taking a bottom-up approach to build country allocation.

  • specialized-experts

    Team-based approach

    We take a collegial approach, as portfolio managers, strategists and quantitative analysts seek out opportunities and build robust portfolios.

  • efficiency

    Stringent risk management

    We make risk management a priority, both in selecting countries and securities and in our portfolio construction.

Our investment team

  • Isabelle Sanson
    Isabelle Sanson

    Head of Sovereign Debt & Inflation

Further reading

Transitions – Businesses and the Climate Transition
Podcast
Reading time : 15 min.
INSIGHTS EXPERTISES
For the sixth episode of Transitions, we discussed how companies are positioning themselves and making progress in relation to the necessary adjustments for the climate transition, along with the financing that this entails, with Suzanne Bourgault, ESG Strategist and climate expert and Sanda Molotcov, Head of Credit & Sustainability Research.
01/06/2026
Reserved for pros
Ostrum AM Perspectives December 2025
Reading time : 15 min.
INSIGHTS MARKETS
Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum AM's views on the economy, strategy and markets.
12/17/2025
Reserved for pros
Ostrum AM Perspectives November 2025
Reading time : 15 min.
INSIGHTS MARKETS
Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum AM's views on the economy, strategy and markets.
11/19/2025
Reserved for pros

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