You are browsing from Denmark! Would you like to change your location?

Important Message: Beware of Impersonation Scams

Fraudulent messages and advertisements are currently circulating on messaging platforms, including WhatsApp, impersonating Candriam’s brand and investment professionals. Please note that Candriam never offers investment recommendations or provides financial advice through social media channels or messaging platforms.

Ken Van Weyenberg, Oncology, ESG, SRI

Why oncology remains a key investment opportunity

The investment landscape is marked by persistent macroeconomic uncertainties, uneven growth, and heightened geopolitical risks. Despite attractive earnings growth, healthcare has also been under pressure due to regulatory restructuring, drug pricing debates, budget constraints, and tariff concerns.
What's next

Latest Insights

  • ESG, SRI, Oncology

    From uncertainty to growth: why invest in healthcare?

    As we enter the month of October, investors are faced with an obvious question: is the time right for new investments in the oncology sector? Pasquale Sansone, Senior Biotechnology Analyst, shares his analysis and convictions.
  • Private Debt

    Private Debt: The Lower-Mid-Market Niche

    The lower-mid-market segment of Private Debt offers potentially attractive returns and the ability to manage risk through greater selectivity and better control. Yet, success requires experience and market presence.
  • Fixed Income

    Bond market opportunities: The Return of Slope

    The global rates landscape is entering a decisive new phase as the long-standing flatness of yield curves gives way to steepness that has not been seen since 2011. The term premium, the additional interest by bondholders investing in longer-dated bonds versus short-term bonds, is back after an absence of many years.
  • ESG, SRI

    Active Ownership: Persistence Pays

    If some elements of our annual 2024 Annual Engagement and Voting Review sound familiar, that’s no coincidence. To maximize our impact, we focus on long-term core topics. Engagement and voting are central to our investment process, extending beyond the important responsibility of the investments we already hold.
  • Nadège Dufossé, Asset Allocation

    Europe: From Early Lead to Inflection

    From January through the end of May, European equities reclaimed leadership. In local currency, the MSCI EMU beat the MSCI World by roughly six to seven percentage points, and the quality of that advance was unmistakably value-tilted: banks and insurers led from the front, with telecom services, utilities and industrials providing consistent breadth.

Find it fast

Get information faster with a single click

Get insights straight to your inbox