Ostrum Asset Management
Market insights and commentary from Ostrum Asset Management.
France4 articlesLast published 22 May 2026
Fixed IncomeMulti-Asset
Research
MySustainableCorner - Mai 2026
Ostrum Asset Management's monthly sustainable bond newsletter highlights key ESG developments including renewable energy surpassing fossil fuels at 34% of global electricity production, the City of Paris's €350M sustainable bond issuance, and an EU green bond fund targeting up to €20bn for climate transition in developing countries. The edition also covers France's AMF initiative to close the gender investment gap through a dedicated financial education strategy for 2026 - 2028.
22 May 2026
Ostrum Asset ManagementMulti-Asset
Perspectives Ostrum AM mai 2026
Ostrum AM's monthly strategic investment committee update (as of 15 May 2026) covers the global macro backdrop shaped by the Iran conflict, an oil shock, and AI-driven US growth, alongside detailed views on monetary policy, rates, sovereign spreads, credit, and equities. The CIO letter and country-by-country macro sections set out specific market targets for Bunds, T-notes, OATs, and credit, with ECB rate hikes and a late-2026 Fed easing as the central scenario.
18 May 2026
MySustainableCorner - Avril 2026
Ostrum AM's monthly sustainable bond newsletter covers the early momentum of the EU Green Bond Standard (EuGBS), with €7.9bn issued in Q1 2026, highlighting its strict EU Taxonomy alignment as a key investor advantage. It also flags political headwinds to carbon taxation in the UK and Italy, and examines the energy footprint of data centres as an emerging ESG theme.
28 Apr 2026
Ostrum Asset ManagementFixed Income
La boussole des marchés obligataires - Avril 2026
Ostrum AM's quarterly fixed income compass (April 2026) covers the impact of the Iran-US tensions and Strait of Hormuz closure on bond markets, central bank policy, and sovereign/credit spreads. Key views include a 4.30% year-end T-note target, two ECB rate hikes (June and September) to anchor inflation expectations, and three Fed cuts starting in September, with sovereign and credit spreads seen as having already absorbed the geopolitical shock.
21 Apr 2026