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Fixed income

Ostrum’s fixed income compass – Q2 2025

May 06, 2025 - 24 min
Ostrum’s fixed income compass – Q2 2025

Related insights

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Inflation, growth tariffs: the tug-of-war in 2025
video
Inflation, growth, tariffs: the tug-of-war in 2025
As geopolitical tensions impact growth, key indicators signal potential inflation risks, argues Daniel Claringbull global product manager at DNCA Investments.
It’s more uncertain today than at any time in my entire career
podcast
Fixed income
It’s more uncertain today than at any time in my entire career
Loomis Sayles’ David Rolley believes the global economy is in its biggest period of structural change for 80 years.
Fixed income is no longer a hedge – unless it’s active
Fixed income
Fixed income is no longer a hedge – unless it’s active
Recent volatility confirms that the negative correlation between stocks and bonds is no longer assured.