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Adapt to thrive in the Fixed Income Jungle

Fixed Income, Adapt to thrive
Over a decade ago negative rates started looming, creating an unprecedented environment. Well the Fixed Income space is definitely the opposite, a lush jungle dominated by the canopy, aka the AAA-AA ratings, covering an Investment Grade A to BBB ratings understory, down to the High Yield BB and lower ratings forest floor.
  • US elections, Asset Allocation, Macro, Florence Pisani, Emile Gagna

    Trump’s Economic Policy

    The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors?
  • Research Paper, Oncology, ESG, SRI, Servaas Michielssens

    Precision Oncology Powered by AI: A New Era for Cancer Treatment

    Have you heard about radiotheranostics? This new field in medicine combines diagnosis and therapy. It involves using specially designed radioactive compounds that can both identify cancer cells and deliver targeted radiation therapy to destroy them. This is one of the latest developments of precision medicine, a domain that offers fascinating prospects in both early detection and specific treatment.
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  • Emerging Markets
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  • Emerging Markets
Research Paper, Emerging Markets

2025 EMD Outlook: Beware of Fiscal Folly

The global macro environment will likely favour further dollar strength, despite the strong appreciation since the US elections in early November. Under President Trump’s second administration, we may even test the dollar highs seen during Paul Volcker’s Federal Reserve chairmanship in the 1980s.
Q&A, ESG, SRI, Kroum Sourov, Christopher Mey, Emerging Markets

Sustainable: an emerging market for emerging debt

Kroum Sourov and Christopher Mey, portfolio managers of the sustainable emerging market debt strategy, describe the significance this type of analysis can have for a bond portfolio. They explain Candriam’s investment process, with our 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.
Q&A, Emerging Markets

Emerging Debt: Exploring Opportunities

Christopher Mey, CFA, Head of Emerging Markets Debt at Candriam, elaborates on the signifi cance of this asset class within a bond portfolio. He 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 everchanging markets over the course of an economic cycle.
Charudatta Shende, Emerging Markets, Fixed Income, Outlook, Credit

Our 2024 Emerging Markets Debt Market Outlook

With 2024 underway, many bond investors are still wondering how the environment for Emerging Markets debt will differ from that of 2023.. Indeed, it looks more benign for Emerging Market Debt ….
Emerging Markets, Equities

Steady as She Goes

The year of 2022 proved to be one of the most challenging and volatile for emerging market (EM) equities.

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