At Candriam, we are active owners and debtholders. We exercise our rights when we believe action can enhance long-term value for our clients and ultimate beneficiaries.
Latest insights
4 results found
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Credit
Fixed Income, Credit, Q&A, Nicolas Jullien
An alternative strategy with low correlation to credit markets
Discover how Candriam, with its low-correlation alternative strategy, is navigating the credit markets in these paradigm-shifting times. Nicolas Jullien, CFA, Head of High Yield & Credit Arbitrage and Thomas Joret, Senior Fund Manager, provide you with the essential information you need to understand this strategy.
Charudatta Shende, Emerging Markets, Fixed Income, Credit
Our 2024 Emerging Markets Debt Market Outlook
With 2024 underway, many bond investors are still wondering how the environment for Emerging Markets debt will differ from that of 2023..
Indeed, it looks more benign for Emerging Market Debt ….
Fixed Income, Credit, Nicolas Jullien
Looking for uncorrelated returns and controlled volatility to navigate credit markets?
In recent years, new structural trends have emerged, such as the polarization of the world, the re-localisation of supply chains, and the fight against climate change. These new trends are leading to higher inflation and lower growth. This new paradigm is having a significant impact on the financial situation of companies, and therefore on investment in corporate bonds. This calls for strategic adaptation on the part of investors. Adopting a strategy that aims to deliver a performance independent of credit market trends would therefore appear to be an investment solution worth considering in this new environment.
Patrick Zeenni, Fixed Income, ESG, SRI, 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.