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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, Article

    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.
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  • Thibaud Marie-Regnault
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  • Thibaud Marie-Regnault
Nadège Dufossé, Thibaut Dorlet, Thibaud Marie-Regnault, Asset Allocation, Macro, Equities, Fixed Income, Outlook 2023

Candriam’s Mid-Year Outlook

As we reach the halfway point of the year, it seems that recession may be avoided on both sides of the Atlantic, but growth forecasts remain weak...
Asset Allocation, Nadège Dufossé, Florence Pisani, Stefan Keller, Thibaud Marie-Regnault

Russia-Ukraine conflict: geopolitical minefield for markets

Following weeks of rising tensions between Russia and Ukraine, Russia’s President Vladimir Putin has recognised the independence of two Moscow-backed regions in the Donbas region in eastern Ukraine.

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