🎙️ ⊙ The fourth episode of Transitions, Ostrum Asset Management's podcast, is online!

📉 In an uncertain world - geopolitical tensions, environmental pressures, multiple transitions - equity markets nevertheless continue to show signs of optimism.

🔍 Can we still find performance in this fog of uncertainty?

🔍 Is it time to return to the fundamentals of active and conviction management?

🔍 What levers can we mobilize to invest wisely in this new era?

Our experts Frédéric Leguay, Head of Fundamental Equities, and Juan-Sebastian Caicedo, International Equities Manager, combine their analyses to shed light on these key issues.