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  • Equities, Ken Van Weyenberg

    Reshoring: A Catalyst for Smart Manufacturing

    Global manufacturers are navigating a highly challenging environment marked by tariffs, trade conflicts and new alliances, supply chain disruptions, and rising geopolitical tensions.
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Asset Allocation, Nadège Dufossé, Macro

The Law of the Strongest

As we write these lines, the US market is approaching its historical peak, last reached in February 2025, and most asset classes have posted positive returns in local currency since the start of the year.
Asset Allocation, Macro, Emile Gagna, Florence Pisani

Slowdown on the Horizon…

Despite rising geopolitical tensions, the global economy showed surprising resilience in early 2025, and inflation continued to normalise.
Equities, Ken Van Weyenberg

Reshoring: A Catalyst for Smart Manufacturing

Global manufacturers are navigating a highly challenging environment marked by tariffs, trade conflicts and new alliances, supply chain disruptions, and rising geopolitical tensions.
ESG, SRI, Healthcare, Servaas Michielssens, Linden Thomson

Time to Re-engage with Healthcare?

Healthcare share prices tend to reflect some trepidation leading up to and shortly after the US presidential elections, yet for the last five elections the sector outperformed in the 12 months following the election.
Equities, Geoffroy Goenen, Jean-Baptiste Sergeant

Let’s not neglect European equities!

Since the US presidential elections, US equities have been on an uptrend driven by a certain optimism, as the expectation of tax cuts and deregulation have fuelled the hope of accelerated corporate earnings growth.

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Find the latest research papers. Easily filter by tags such as authors, themes, and formats to access the information most relevant to you. Explore and enhance your understanding with Candriam's trusted research.

Research Paper, ESG, SRI, Fixed Income, Dany da Fonseca, Vincent Compiègne, Patrick Zeenni

Beyond the Green Bond?

Ready for change?
Research Paper, Johann Mauchand, Alternative Investments, Asset Allocation

Alternative strategies: Is 40/30/30 the new 60/40?

2022 was a landmark year for monetary policy, with Central banks shifting priority from supporting growth to taming inflation.
Research Paper, Maïa Ferrand, ESG, SRI

Investing in Natural Capital: Challenges and Opportunities

Defined as the “stock of renewable and non-renewable natural resources (e.g.,plants, animals, air, water, soils, minerals) that combine to yield a flow of benefits to people” by the Natural Capital Coalition, natural capital is at the source of everything that surrounds us.
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