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Latest insights
22 results found
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Q&A
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.
Diliana Deltcheva, Q&A
Emerging Debt: Exploring Opportunities
Diliana Deltcheva, Head of Emerging Markets Debt at Candriam, elaborates on the significance of this asset class within a bond portfolio. She 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 ever-changing markets over the course of an economic cycle.
Q&A, Future Mobility, Johan Van Der Biest, Allan Foll, Equities
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, Philippe Noyard, Patrick Zeenni, Nicolas Jullien, Fixed Income
A long/short credit with a long bias
We continue to discover interesting opportunities in the corporate bond universe. Philippe Noyard, Global Head of Fixed Income at Candriam, Patrick Zeenni, CFA, Head of Investment Grade & Credit Arbitrage, and Nicolas Jullien, CFA, Head of High Yield & Credit Arbitrage, explain how their approach aims to optimise the credit market’s potential with the objective of generating returns.
Q&A, Fixed Income
Combine credit management with a sustainable approach for your portfolio
Thomas Madesclaire, Senior Fund Manager, and Dany Da Fonseca,
CFA, Senior Fund Manager, present their Euro Corporate Sustainable
strategy and explain why they believe it is essential to combine credit
and ESG analysis.
Q&A, Philippe Dehoux, Sylvain De Bus, Pierre Boyer
Discover the potential of short-term bonds and a specific sustainable approach
Philippe Dehoux, Head of Global Bonds at Candriam and lead
manager of our Sustainable Euro Short Term Fixed Income strategy,
Sylvain de Bus, Deputy Head of Global Bonds and co-manager, and
Pierre Boyer, Head of Money Markets & Short Term and co-manager,
discuss how short-term bonds combined with ESG selection criteria
can help make the most of the opportunities offered by the European
bond market in today’s volatile environment.
Q&A, Geoffroy Goenen, Equities
A fundamental quality approach with risk-reduction techniques
Geoffroy Goenen, Head of Funda mental European Equity, and
Pierre Longueville , Head of Derivatives, explain how their team
takes a very dif ferent approach, investing in a portfolio of
high quality stocks based on rigorous fundamental analysis
and then applying two different techniques to minimise its
volatility – and maximise its risk adjusted return.
Q&A, Patrick Zeenni, Guillaume Benoit, Mouine Darwich
Credit Long Short: a diversified alternative strategy targeting moderate volatility
Patrick Zeenni, CFA, Head of Investment Grade & Credit Arbitrage, Guillaume Benoit, Senior Fund Manager / Credit Analyst and Mouine Darwich, CFA, Fund manager/ Quantitative credit Analyst explain why a Credit Long Short strategy could be a "must have" in a diversified portfolio.