Total return bonds

Key features

  1. A flexible management approach across a highly diversified investment universe comprising a broad range of bond segments and currencies
  2. A wide range of geographical regions - euro area/Europe, world, emergings
  3. A responsible approach incorporating non-financial criteria into our securities selection

Our strengths

  • target

    Opportunistic Management

    Our all-weather, opportunity-driven and non-benchmarked approach across a broad investment universe adapts to tackle all market conditions.

  • process

    A disciplined investment process

    We follow a stringent investment process, with a quarterly allocation committee to set out our risk-return ratio target and allocation between strategies prior to selecting the best investment ideas.

  • idea

    A team-based brainstorming approach

    We take a collegial approach to driving ideas as we rely on the diversity and full depth of resources in our bond management team, involving bond strategists, credit analysts, specialist portfolio managers and financial engineers.

Our investment team

  • Alexandre Caminade
    Alexandre Caminade

    CIO Sovereigns, Emerging, Aggregate

  • Philippe Berthelot
    Philippe Berthelot

    CIO Credit & Money Market

Further reading

Equities: Building on 2025 - What to Expect in 2026?
Reading time : 15 min.
INSIGHTS MARKETS
2025 was an excellent year for equity markets across all geographic regions. Total return performances (with net dividends reinvested) of the world’s major markets (United States, EMU, Europe, Japan, China) rose by an average of 20% throughout the year. Such performance had not been seen for some time, particularly in the euro area.2026 should remain supportive for equity markets, albeit with some persistent risk factors. Diversification and selectivity will remain key investment principles in 2026.
01/27/2026
Reserved for pros
Fixed Income Compass - January 2026
Reading time : 15 min.
INSIGHTS MARKETS
Quarterly publication / January 2026
01/21/2026
Reserved for pros
Ostrum AM Perspectives January 2026
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.
01/14/2026
Reserved for pros

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