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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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  • Money Market
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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.
Money Market, Fixed Income, Pierre Boyer

Money Matters Again 

Remember money market strategies? They’re back!  Once the latest rate hike is incorporated, money market strategies can offer yields above 4%!  A record path and close to a record return in money market strategies since 2001.  Money market strategies have regained their popularity as central banks have hiked rates in their fight against inflation.  
Fixed Income, Pierre Boyer, Money Market

Money markets II: A new generation

If you were intrigued by our June comment on the return of the money markets (Money markets...
Q&A, Money Market, Johan Van der Biest, Allan Foll, Jonas Brisard

Not your average thematic strategy

Thematic strategies are rapidly growing in popularity, but sometimes they can expose investors to some highly unwelcome swings in return. Johan Van Der Biest, Allan Foll and Jonas Brisard explain how Candriam’s demography strategy capitalises on some of the major trends shaping the world while at the time limiting volatility.

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