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?
Latest insights
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Sophie Deleuze, Corporate, ESG, ArticleEngagement report 2022: Where do we go from here?
At Candriam, we are both more active and more demanding in our engagement activities, an attitude shared by several other investors, mostly European. -
Absolute ReturnEquity Market Neutral Update
A relatively buoyant environment for Equity Market Neutral strategies.
77 results found
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Fixed Income
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?
Money Market, Fixed Income, Pierre Boyer
The ECB’s Record Rate Hike. Could This Be the Final One?
The ECB has raised interest rates to 4.00% at the tenth consecutive meeting arguing that inflation is still too high.
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.
Nadège Dufossé, Thibaut Dorlet, Thibaud Marie-Regnault, Asset Allocation, Macro, Equities, Fixed Income, Outlook 2023
Candriam’s Mid-Year Outlook
As we reach the halfway point of the year, it seems that recession may be avoided on both sides of the Atlantic, but growth forecasts remain weak...
Fixed Income, Credit, Nicolas Jullien
Looking for uncorrelated returns and controlled volatility to navigate credit markets?
After more than a decade of suppressed and often negative yields, the fixed income asset class has entered a higher rate context.
Fixed Income, Pierre Boyer, Money Market
Money markets: from liquidity solutions to core investments
Money market strategies are coming back. The multi-decade bonanza on the back of lower yields and accommodative central bank policies ended abruptly last year.