Latest insights

The Big Shrink – How to navigate High Yield markets?

Charudatta Shende, Nicolas Jullien, Fixed Income, Research Paper
High yield markets are shrinking. Do you know that they have contracted by 25% over the past two years? The ICE BofA BB-B Global High Yield Index has lost $654 million in value. In the meanwhile, investor demand for credit and high yield has rebounded at the end of last year.
  • Asset Allocation, Macro, Equities, Fixed Income, Nicolas Forest, Nadège Dufossé, Emile Gagna

    Update on Middle East Tensions

    On April 13, Iran decided to strike Israel with 300 drones and missiles following an attack on its diplomatic compound in Syria. Regional escalation and oil price are at risk. This tail risk cannot be ignored. We are closely monitoring the unfolding situation.
  • ESG, SRI, David Czupryna, Circular Economy

    Beyond Fossil Fuels: Why Green Investments Are Still the Future

    After a challenging period for green investing, marked by rising interest rates, supply chain issues, and overcapacity, companies committed to building a sustainable world could remain an attractive long-term option for investors seeking both financial returns and positive impact.
10 results found
  • Climate Action
Show me
  • Topic
  • Theme
  • Publication
  • Author
Show me
  • Topic
  • Theme
  • Publication
from
  • Author
10 results found
  • Climate Action
Climate Action, ESG, SRI, Equities, US elections, Marouane Bouchriha

2024 US Elections and Climate Policy Impact

The impact of the 2024 elections on the decarbonization theme is of paramount importance, considering that the year marks a significant electoral period globally with 64 countries and the European Union - representing nearly half of the global population - heading to the polls.
ESG, SRI, Climate Action

Scope 3 emissions data: Handle with care

In the vast subject of the challenges and difficulties of climate analysis from an investor's point of view, scope 3 emissions emerge insistently as one of the main stumbling blocks.
Climate Action, ESG, SRI

COP28: Realistically optimistic?

COP28 ended with a final statement that can be considered historic, mentioning for the first time the need to transition away from fossil fuels. However, this landmark deal should be considered as the start of a more ambitious journey, that will remain dependent on governments’ ability to step up their commitments and action.
ESG, SRI, Climate Action

COP28: final countdown on climate ambitions

As the COP28 kicks off at the end of the month in Dubai, we are paying close attention to this highly anticipated event, albeit mixed expectations.
Alix Chosson, Marie Niemczyk, Climate Action, ESG, SRI, Research Paper

On the Green Brick Road to Net Zero: Candriam’s Climate Strategy

Our climate is changing faster and faster, bringing our world closer to disastrous social and economic consequences every year. We are reaching the tipping point on every planetary boundary, meaning that at the current pace, we will reach a point of no return in this decade, threatening the future of both our planet and mankind.
Climate Action, Equities, ESG, SRI, Paulo Salazar, Galina Besedina, David Czupryna, Emerging Markets

ESG in EM Equities: Knitting it all together

25 years of experience in ESG, 25 years of experience in Emerging Markets Equities, and over 15 years of putting it all together. Doubling the Drivers of Performance : Historically, Emerging Markets have been the drivers of global growth. Times are changing - deglobalisation is the new trend – but EMs still are responsible for more than half of our global economic growth.
Climate Action, Research Paper, ESG, SRI

Climate change: 2 degree urgency – who is with us?

The 2015 Paris Agreement was signed by 195 nations. But in 2018, only twenty heads of nations were present at COP 24. Have we underestimated climate change? How does Climate Change affect my investments? How to invest for climate change? And where does energy transition fit ? Wim Van Hyfte, PhD Global Head of ESG Investments and Research, and Elisa Vergine, Lead ESG Analyst on Environmental Investment & Research, talk about investing in an era of climate change and energy transition.
Climate Action, ESG, SRI, Research Paper

Energy Security vs Energy Transition?

Our economies will not cut their carbon footprint and stall climate change without changing the way we produce energy.

Find it fast

Get information faster with a single click

Get insights straight to your inbox