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The Law of the Strongest

Asset Allocation, Nadège Dufossé, Macro
As we write these lines, the US market is approaching its historical peak, last reached in February 2025, and most asset classes have posted positive returns in local currency since the start of the year.
  • Research Paper, Fixed Income, Bob Maes, Philippe Dehoux

    Euro Swap Spreads : Unpacking Asset Classes

    You want to talk about euro swap spreads versus US swap spreads? We watch that, too. But to be honest, that graph is one of the last things we look at when managing euro fixed income aggregate portfolios. So if you want to see it, you’ll have to read all the rest of this page first.
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  • Anaelle Stamatiou
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  • Anaelle Stamatiou
Q&A, Water, ESG, SRI, Bastien Dublanc, Tanguy Cornet, Anaelle Stamatiou

Investing in water: a no-brainer for the future

Bastien Dublanc, Tanguy Cornet and Anaelle Stamatiou, managers of Candriam’s water investment strategy, explain why they invest in this theme, how they select their stocks, and what differentiates Candriam from other investment managers in this area.
Q&A, Circular Economy, Bastien Dublanc, Anaelle Stamatiou, Tanguy Cornet

Re-sourcing our planet

David Czupryna, Bastien Dublanc and Tanguy Cornet describe how an ESG (Environmental, Social, Governance) investment strategy on the theme of the circular economy can contribute to a more sustainable economy along with a long-term financial performance objective.

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