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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

    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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Outlook 2024

2024 Revealed : Ten convictions for a blinding future

As December was bringing to an end another challenging year on financial markets, our CIO Nicolas Forest and Candriam investment experts observed the tradition and took some time to reflect on the past events and future potential opportunities.
Outlook 2024, Paulo Salazar, Vivek Dhawan, Kroum Sourov, Alfred Sandeman

In the emerging markets galaxy, meet the new rising stars

In an ever-evolving landscape marked by geopolitical tensions, the fore fronting of climate change, and a global economic reorientation, a discernible megatrend is unfolding.
Outlook 2024, Lucie Hamadache, René Clérix

Real Estate – a Spring Thaw?

Real estate markets, and real estate investing, have felt ‘frozen’ for most of 2023.
Outlook 2024, Alix Chosson, Nicolas Rutsaert, Marouane Bouchriha, Nicolas Cleris

Energy Transition Turbulence: Structural or Cyclical?

Rising rates, changing regulations, whipsawing and rapidly-reversing input costs – Investments in clean energies have both never been as high and never been as challenged as in 2023.
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