Latest insights

Diliana Deltcheva, Head of Emerging Markets Debt at Candriam, elaborates on the significance of this asset class within a bond portfolio. She discusses the importance of Candriam's investment process, with its emphasis on relative value and risk management. This approach is intended to allow the strategy to adapt the ever-changing markets over the course of an economic cycle.

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.

We continue to discover interesting opportunities in the corporate bond universe. Philippe Noyard, Global Head of Fixed Income at Candriam, Patrick Zeenni, CFA, Head of Investment Grade & Credit Arbitrage, and Nicolas Jullien, CFA, Head of High Yield & Credit Arbitrage, explain how their approach aims to optimise the credit market’s potential with the objective of generating returns.

Thomas Madesclaire, Senior Fund Manager, and Dany Da Fonseca, CFA, Senior Fund Manager, present their Euro Corporate Sustainable strategy and explain why they believe it is essential to combine credit and ESG analysis.

Philippe Dehoux, Head of Global Bonds at Candriam and lead manager of our Sustainable Euro Short Term Fixed Income strategy, Sylvain de Bus, Deputy Head of Global Bonds and co-manager, and Pierre Boyer, Head of Money Markets & Short Term and co-manager, discuss how short-term bonds combined with ESG selection criteria can help make the most of the opportunities offered by the European bond market in today’s volatile environment.

Geoffroy Goenen, Head of Funda mental European Equity, and Pierre Longueville , Head of Derivatives, explain how their team takes a very dif ferent approach, investing in a portfolio of high quality stocks based on rigorous fundamental analysis and then applying two different techniques to minimise its volatility – and maximise its risk adjusted return.

For the portfolio management team in charge of the Global High Yield strategy, made up of Philippe Noyard, Global Head of Credit, Nicolas Jullien, CFA, Head of High Yield & Credit Arbitrage and Thomas Joret, Senior High Yield Fund Manager, combining their 20 years’ expertise in High-Yield bond investment with ESG (Environmental, Social & Governance) analysis, represented by Vincent Compiègne, Deputy Global Head of ESG Investments & Research, has the potential to outperform signifi cantly over the long term.

Theany Bazet, Lead Portfolio Manager, explains how investors can focus on companies that help children live better lives, fulfil their future potential and, ultimately, help create more sustainable societies.