At Candriam, we are active owners and debtholders. We exercise our rights when we believe action can enhance long-term value for our clients and ultimate beneficiaries.
Latest insights
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Charudatta Shende, Nicolas Jullien, Fixed Income, Research PaperThe Big Shrink – How to navigate High Yield markets?
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 GagnaUpdate 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.
5 results found
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Johan Van Der Biest
Q&A, Future Mobility, Johan Van Der Biest, Allan Foll, Equities
Cleaner, safer, smarter
More and more investors are turning to thematic strategies to increase their overall diversification. Johan Van Der Biest, Co-Head of Thematic Global Equity, and Allan Foll, Fund Manager, explain that thematic investment skills combined with solid financial analysis is a prerequisite for identifying high-tech companies with strong growth potential at reasonable prices.
Q&A, Johan Van Der Biest
Sci-fi becomes a reality
Johan Van Der Biest, Senior Fund Manager, and Felix Demaeght,
CFA, Co-Fund Manager, explain the metaverse and how they
identify companies associated with it.
Johan Van Der Biest, Equities, Research Paper
Planet Metaverse: Searching for a place to land?
The Metaverse. The substitution of reality with the imagined – transporting the participant literally into a whole new world – will become possible for all kinds of products and services.
Q&A, Johan Van Der Biest, Equities
Robotics: No longer Sci-Fi
Johan Van Der Biest, Senior Fund Manager at Candriam says thematic investment skills combined with robust financial analysis can unearth market-leading technology at sensible prices.