Research Paper, Fixed Income, Diquel Dos Santos, Portfolio Construction

CoCo bonds: insights from a credit specialist

Candriam has long been recognised for its leadership in ESG, but our reputation is equally rooted in deep credit expertise — analysing not just issuers, but the entire architecture of financial markets. This perspective is particularly critical in complex areas such as bank capital, where instruments like CoCos play a decisive role.
Coffee Break

Coffee Break - A good start to Q4

Following the election of Shinjiro Koizumi as new LDP leader, the extraordinary Diet session to elect Japan's new prime minister will be scheduled swiftly.
Healthcare, ESG, SRI

Why healthcare, why now?

On Tuesday, September 30, the pharmaceutical industry issued its first formal response to President Trump’s recent letter on drug pricing, announcing a deal between Pfizer and the US administration.
ESG, SRI, Oncology, Healthcare

From uncertainty to growth: why invest in healthcare?

As we enter the month of October, investors are faced with an obvious question: is the time right for new investments in the oncology sector? Pasquale Sansone, Senior Biotechnology Analyst, shares his analysis and convictions.
Coffee Break

Coffee Break - Shut down

As a US government shutdown is potentially just days away, focus is turning to the question of whether this will be a “short” or a “long” shutdown.
Ken Van Weyenberg, Oncology, ESG, SRI, Healthcare

Why oncology remains a key investment opportunity

The investment landscape is marked by persistent macroeconomic uncertainties, uneven growth, and heightened geopolitical risks. Despite attractive earnings growth, healthcare has also been under pressure due to regulatory restructuring, drug pricing debates, budget constraints, and tariff concerns.
Fixed Income, Charudatta Shende

Bond market opportunities: The Return of Slope

The global rates landscape is entering a decisive new phase as the long-standing flatness of yield curves gives way to steepness that has not been seen since 2011. The term premium, the additional interest by bondholders investing in longer-dated bonds versus short-term bonds, is back after an absence of many years.
Private Debt

Private Debt: The Lower-Mid-Market Niche

The lower-mid-market segment of Private Debt offers potentially attractive returns and the ability to manage risk through greater selectivity and better control. Yet, success requires experience and market presence.

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