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  • Asset Allocation, Nadège Dufossé

    Towards a new gold rush?

    The price of gold has risen by over 17% since the beginning of the year, making it one of the best-performing assets this year. After hovering between US$1,800 and US$2,000 in 2023, the price of gold surged in March and April 2024, rapidly reaching US$2,400.
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  • Fixed Income
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  • Fixed Income
Fixed Income, Credit, Q&A, Nicolas Jullien

An alternative strategy with low correlation to credit markets

Discover how Candriam, with its low-correlation alternative strategy, is navigating the credit markets in these paradigm-shifting times. Nicolas Jullien, CFA, Head of High Yield & Credit Arbitrage and Thomas Joret, Senior Fund Manager, provide you with the essential information you need to understand this strategy.
Charudatta Shende, Nicolas Jullien, Fixed Income, Research Paper

The Big Shrink – How to navigate High Yield markets?

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.
Fixed Income

Positive view on EUR duration overall

February was marked by a strong investor preference for risky assets, with equities on both sides of the Atlantic performing well.
Charudatta Shende, Emerging Markets, Fixed Income, 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 ….

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