ESG
COP28: final countdown on climate ambitions
As the COP28 kicks off at the end of the month in Dubai, we are paying close attention to this highly anticipated event, albeit mixed expectations.
Latest insights
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ESG, OncologyAdvances in Healthcare and Oncology: A Pink October Perspective
In this month of pink October, we found important to take a look of the situation of breast cancer as well as advances and breakthroughs in research, and the financial environment for healthcare and oncology investment . -
Money Market, Fixed Income, Pierre BoyerMoney Matters Again
Remember money market strategies? They’re back! Once the latest rate hike is incorporated, money market strategies can offer yields above 4%! A record path and close to a record return in money market strategies since 2001. Money market strategies have regained their popularity as central banks have hiked rates in their fight against inflation.
76 results found
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Fixed Income
Monthly Coffee Break, Fixed Income
Another upward move in US Treasury yields
Global equities fell for a third consecutive month in October and gold rallied against a backdrop of geopolitical risks, an under-pressure earnings season and a rising rates environment.
Patrick Zeenni, Fixed Income, ESG, Credit
A sweet spot for euro investment grade investors
After 2022, which covered the end of a decade of monetary policy loosening, 2023 has been the year of the repricing of the whole interest rate curve. The end of Central Banks’ "higher for longer" mantra supported a steepening of the yield curves and repriced real interest rates which are back now in positive territory, for the first time in close to ten years.
Money Market, Fixed Income, Pierre Boyer
Money Matters Again
Remember money market strategies? They’re back!
Once the latest rate hike is incorporated, money market strategies can offer yields above 4%!
A record path and close to a record return in money market strategies since 2001.
Money market strategies have regained their popularity as central banks have hiked rates in their fight against inflation.
Monthly Coffee Break, Fixed Income
US 10Y yields surged to their highest level since 2007
September was another bruising month for investors in US and Euro rates. The US 10Y jumped higher than at any point in the past 16 years.
Nadège Dufossé, Florence Pisani, Asset Allocation, Macro, Equities, Fixed Income, Outlook 2023
Candriam’s Outlook 2023
It's back-to-school time, and time for investment decisions... Will the US fall into recession?
Fixed Income, Monthly Coffee Break
Softening leading indicators
Against a backdrop of volatile trading, August saw the return of a correlation between risk assets and rates...
Fixed Income, Pierre Boyer, Money Market
Money markets II: A new generation
If you were intrigued by our June comment on the return of the money markets (Money markets...
Fixed Income, Monthly Coffee Break
Weak performances in European risky assets
June saw some weak performances in European risky assets and spread products, with European equities, high yield and IG corporates posting negative returns.