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Latest insights

Geopolitical fragmentation, investing in a multipolar world

Research Paper, Equities, Geopolitics, Infrastructure, Johan Van der Biest, Ken Van Weyenberg

20 NOV 2025

Geopolitical Fragmentation | Europe’s Investment Moment | Candriam Discover how Europe’s drive for strategic autonomy is reshaping global investing. Read Candriam’s latest research and explore our European Autonomy Fund.

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Global credit markets have entered the final quarter of 2025 in remarkably good shape. Corporate fundamentals remain robust: earnings across sectors have generally surprised to the upside, leverage is low, and balance sheets are strong, in contrast to sovereign balance sheets, where leverage remains elevated.
Healthcare, ESG, SRI

Why healthcare, why now?
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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.

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The Forest We Ate: How Agriculture Consumes Biodiversity

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The loss of biodiversity has financial and investment implications. While not-for-profits and investors such as ourselves are straining to actually quantify our risks, the qualitative indicators are mounting.

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Latest insights

Geopolitical fragmentation, investing in a multipolar world

Credit Markets: Strength Beneath the Surface, Caution Above It

Why healthcare, why now?

The Forest We Ate: How Agriculture Consumes Biodiversity

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