Latest insights

From uncertainty to growth: why invest in healthcare?

ESG, SRI, Oncology, Healthcare
As we enter the month of October, investors are faced with an obvious question: is the time right for new investments in the oncology sector? Pasquale Sansone, Senior Biotechnology Analyst, shares his analysis and convictions.
  • Fixed Income, Charudatta Shende

    Bond market opportunities: The Return of Slope

    The global rates landscape is entering a decisive new phase as the long-standing flatness of yield curves gives way to steepness that has not been seen since 2011. The term premium, the additional interest by bondholders investing in longer-dated bonds versus short-term bonds, is back after an absence of many years.
  • ESG, SRI

    Active Ownership: Persistence Pays

    If some elements of our annual 2024 Annual Engagement and Voting Review sound familiar, that’s no coincidence. To maximize our impact, we focus on long-term core topics. Engagement and voting are central to our investment process, extending beyond the important responsibility of the investments we already hold.
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Viewpoints

Explore our latest articles and comments. Updated regularly, this section offers diverse perspectives and insights. Easily filter by tags such as authors, themes, and formats to find what interests you. Dive in and discover our viewpoints.

Credit Markets: Strength Beneath the Surface, Caution Above It

Fixed Income, Charudatta Shende
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.
Asset Allocation, Nadège Dufossé

France – Institutional Paralysis Likely to Persist

Since last Sunday (October 5), France has been plunged into a new political crisis — unprecedented under the Fifth Republic. Prime Minister Sébastien Lecornu resigned just a few hours after forming his government, due to partisan deadlock and his inability to build a stable majority.
Healthcare, ESG, SRI

Why healthcare, why now?

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.
ESG, SRI, Oncology, Healthcare

From uncertainty to growth: why invest in healthcare?

As we enter the month of October, investors are faced with an obvious question: is the time right for new investments in the oncology sector? Pasquale Sansone, Senior Biotechnology Analyst, shares his analysis and convictions.
Ken Van Weyenberg, Oncology, ESG, SRI, Healthcare

Why oncology remains a key investment opportunity

The investment landscape is marked by persistent macroeconomic uncertainties, uneven growth, and heightened geopolitical risks. Despite attractive earnings growth, healthcare has also been under pressure due to regulatory restructuring, drug pricing debates, budget constraints, and tariff concerns.
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Monthly Coffee Break

Updated each month, this section provides expert analysis and strategic insights. Stay informed with our latest market perspectives and allocations.

  • Monthly Coffee Break, Equities

    Buoyant month for equities

    European equities rose in September, buoyed by broader global gains supported by the Fed’s rate cut.
  • Monthly Coffee Break, Asset Allocation

    Shut Down or Melt Up

    Economic signals remain uneven, data visibility is clouded by the US government shutdown, and inflation is edging higher again.
  • Monthly Coffee Break, Alternative Investments

    This market is Gold!

    September broke with its reputation for subdued volatility as global risk assets extended their summer rally.

Explore

Find the latest research papers. Easily filter by tags such as authors, themes, and formats to access the information most relevant to you. Explore and enhance your understanding with Candriam's trusted research.

Research Paper, Climate Action, ESG, SRI, Alix Chosson

Net Zero Progress Report

We promised you transparency. For a comprehensive discussion of our efforts and results, see our [annual] Net Zero Progress Report 2024. We frequently say that it is not just the carbon target, but the path to that target which affects the damage along the way. In this spirit, we share with you along the way our milestones for the four pillars of our Net Zero strategy.
Research Paper, Alix Chosson, Elouan Heurard, ESG, SRI, Biodiversity

Can We Assess Companies’ Ecological Debt? And How?

While, according to the World Economic Forum, half of the global GDP is dependent on nature, biodiversity is experiencing an extinction that challenges the resilience of our economies. Deterioration of air, water and soil quality, decline in ecosystem services such as pollination: the physical impacts of this loss of biodiversity are already putting our economies under pressure.
Research Paper, Fixed Income, Diquel Dos Santos, Portfolio Construction

CoCo bonds: insights from a credit specialist

Candriam has long been recognised for its leadership in ESG, but our reputation is equally rooted in deep credit expertise — analysing not just issuers, but the entire architecture of financial markets. This perspective is particularly critical in complex areas such as bank capital, where instruments like CoCos play a decisive role.
Research Paper, Bertrand Dardenne, Alternative Investments, Economic Outlook, Geopolitics

Unlock the Potential of Merger Arbitrage

Merger Arbitrage is a sophisticated investment strategy that capitalizes on the price difference between a target company's stock price in the market and the acquisition price during mergers and acquisitions.
Research Paper, Marie Niemczyk, Jorick Liebrand, ESG, SRI, AI

AI Through the ESG Lens: Tackling Risks and Opportunities

Is the Artificial Intelligence (AI) revolution unstoppable? With lightning speed, AI is reshaping industries, unlocking economic value, driving positive environmental impact, helping address social challenges – and additionally, offering compelling investment opportunities.
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