Latest insights

Biotech : 25 years of innovation in the service of healthcare

Equities, Healthcare, Servaas Michielssens, Linden Thomson
Over the past twenty-five years, the medical biotechnology sector has profoundly transformed the therapeutic landscape. From the fight against cancer to the development of Covid-19 vaccines in record time, advances in biopharma have changed the outcome for millions of patients worldwide.
  • US elections, Asset Allocation, Macro, Florence Pisani, Emile Gagna, Lauren Goodwin

    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?
  • Once upon a time, mankind invented PFAS (per- and polyfluoroalkyl substances).
    Bastien Dublanc, Astrid Pierard, Jessica Carlier, ESG, SRI, Equities, Research Paper, Water

    PFAS: Genius gone wrong

    PFAS have been widely used for decades due to their unique properties in various domestic and industrial applications. They are resistant to water and virtually indestructible. They are also seen as the poison of the century. Where do we stand in terms of regulation? What are the PFAS-related risks? Where are the opportunities?
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Viewpoints

Explore our latest articles and comments. Updated regularly, this section offers diverse perspectives and insights. Easily filter by tags such as authors, themes, and formats to find what interests you. Dive in and discover our viewpoints.

Reshoring: A Catalyst for Smart Manufacturing

Ken Van Weyenberg, Equities
Global manufacturers are navigating a highly challenging environment marked by tariffs, trade conflicts and new alliances, supply chain disruptions, and rising geopolitical tensions.

Trump’s Economic Policy

US elections, Asset Allocation, Macro, Florence Pisani, Emile Gagna, Lauren Goodwin
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?
Fixed Income, Sylvain De Bus, Philippe Dehoux

Bonds are Back…So Which Ones?

European yields have returned to more historical norms following the years in the low-yield wilderness, while the German fiscal situation is reaching an inflection point.
Charudatta Shende, Fixed Income

Credit: Go with the Flows

April unfolded as a month of intense turbulence in financial markets, driven by a barrage of political manoeuvrings, economic uncertainty, and shifting monetary policies. Markets were rattled by elevated tariffs, escalating rhetoric, and retaliatory measures that prompted investors to reassess growth prospects, price in heightened recession risks, and retreat from riskier assets.
Private Debt

Private Debt and its Role in Your Portfolio

Direct loans to mid-sized companies have the potential to generate stable returns for investors. This increasingly-relevant investment is now accessible to individuals as well as institutions. 
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Monthly Coffee Break

Updated each month, this section provides expert analysis and strategic insights. Stay informed with our latest market perspectives and allocations.

  • Asset Allocation, Monthly Coffee Break

    De-escalation following Escalation

    The global economic cycle is not ending yet – it is reshaping. Following a volatile first quarter and trade escalation at the start of April, May 2025 shows de-escalation amid numerous trade tariff headlines.
  • Alternative Investments, Monthly Coffee Break

    It is a Vix world!

    Liberation Day was a shock for investors, causing a tremendous impact on financial markets. Hard-data economic indicators continue to hold up but are pointing to a deceleration.

Explore

Find the latest research papers. Easily filter by tags such as authors, themes, and formats to access the information most relevant to you. Explore and enhance your understanding with Candriam's trusted research.

Bastien Dublanc, Astrid Pierard, Jessica Carlier, ESG, SRI, Equities, Research Paper, Water

PFAS: Genius gone wrong

PFAS have been widely used for decades due to their unique properties in various domestic and industrial applications. They are resistant to water and virtually indestructible. They are also seen as the poison of the century. Where do we stand in terms of regulation? What are the PFAS-related risks? Where are the opportunities?
Once upon a time, mankind invented PFAS (per- and polyfluoroalkyl substances).
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.
Bertrand Dardenne, Félix Schlang, Alternative Investments, Research Paper

Trump 2.0 and Merger Arbitrage - Green light from the White House?

As we enter 2025, the arrival of a new President in the White House is generating a great deal of uncertainty. Merger arbitrage (M&A) strategies are no exception to the question: What impact can we expect from the change of administration on this asset class ?
Research Paper, Oncology, ESG, SRI, Servaas Michielssens, AI

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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Need a fresh perspective? Discover our selection of the hot topics and background pieces of the moment. Trending investment themes, expert views, in-depth analyses. The periodic recap of the topics that matter to you.

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