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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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Q&A, Money Market, Pierre Boyer

Money market strategies: when cash is king

Money market strategies aim to offer a low-risk and liquid way for investors to generate higher returns than traditional savings accounts. Pierre Boyer, Elodie Brun, and Benjamin Schoofs, portfolio managers, share their insights on the asset class.
Q&A, Christopher Mey, Emerging Markets, Nikolay Menteshashvili

Unlocking opportunities: a guide to investing in emerging market corporate debt

In a constantly-evolving global environment, emerging markets present distinctive opportunities for investors looking to diversify and enhance their returns. Emerging market corporate bonds represent a $1trln+ asset class, combining robust fundamentals with strong return potential. Nikolay Menteshashvili and Christopher Mey, portfolio managers, explain in detail why this investment strategy deserves investors attention, how it may offer attractive risk-adjusted returns, and the key requirements for successfully navigating this complex yet promising universe.
Q&A, ESG, SRI, Kroum Sourov, Christopher Mey, Emerging Markets

Sustainable: an emerging market for emerging debt

Kroum Sourov and Christopher Mey, portfolio managers of the sustainable emerging market debt strategy, describe the significance this type of analysis can have for a bond portfolio. They explain Candriam’s investment process, with our emphasis on relative value and risk management. This approach is intended to allow the strategy to adapt the ever-changing markets over the course of an economic cycle.
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, Fixed Income, Credit, 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 paradigmshifting times. Nicolas Jullien and Thomas Joret provide you with the essential information you need to understand this strategy.
Q&A, Emerging Markets, Christopher Mey

Emerging Debt: Exploring Opportunities

Christopher Mey, CFA, Head of Emerging Markets Debt at Candriam, elaborates on the signifi cance of this asset class within a bond portfolio. He discusses the importance of Candriam’s investment process, with its emphasis on relative value and risk management. This approach is intended to allow the strategy to adapt the everchanging markets over the course of an economic cycle.
Q&A, Equities, Future Mobility, Johan Van der Biest, Allan Foll

Cleaner, safer, smarter

More and more investors are turning to thematic strategies to increase their overall diversification. Johan Van Der Biest, Co-Head of Thematic Global Equity, and Allan Foll, Fund Manager, explain that thematic investment skills combined with solid financial analysis is a prerequisite for identifying high-tech companies with strong growth potential at reasonable prices.
Q&A, Fixed Income, Philippe Dehoux, Sylvain De Bus, Pierre Boyer

A diversified euro debt strategy to counter market volatility

Philippe Dehoux, Sylvain de Bus and Pierre Boyer explain how shortterm bonds are making the most of what the euro fi xed income market has to offer in the volatile environment ahead.

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