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After almost a decade of constant growth and record highs over the first two months of 2024, there are fresh concerns about valuations. Is it just bubble talk? Or are investors missing something?

Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.

Conflict in the Middle East. Russia’s war with Ukraine. A trade war between the US and China. Geopolitics shouldn’t necessarily be a source of concern for investors, but in 2024 it has all the potential to translate into market volatility.

Fund selectors see an unfamiliar investment landscape in 2024.

Institutional sentiment shows 2024 to be a year filled with many uncertainties.

In a world grappling with war, geopolitical upheaval, climate change and debt distress, countries that contribute more than half of global GDP have elections in 2024.

The chemical industry is one of the sectors most dependent on fossil inputs, which account for fully a third of the industrial sector's CO2 emissions.

Not so long ago, enthusiasm for sustainable investing was on a seemingly unstoppable upward trajectory. Since 2023, however, the ESG theme has experienced turbulence on both sides of the Atlantic. So, is this disenchantment temporary – or is it here to stay?

Find out how Ostrum AM’s Matthieu Mouly began his journey in sustainable investing and why a focus on sustainability is a primary motivation for him in his role.