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Ahead of the Curve - An Investment Playbook for 2025

Outlook 2025
Throughout the month of December, we invite you to join us in analysing the main issues and perspectives on ten key questions that will impact investing in 2025: European and transatlantic monetary policies, the breakdown of the German economic model, the slowdown in European real estate, artificial intelligence, the banking sector... there will be no lack of challenges and opportunities, it's up to us to seize them together!
  • Charudatta Shende, Nicolas Jullien, Fixed Income, US elections

    Ballots to Bonds

    Following the US election, what will the bond landscape look like around the world in the near term and the medium term? President-elect Trump should be able to implement much of his political agenda over the next few years. We think four themes stand out: Tariffs, Regulations, Tax Cuts, and Immigration. What we don’t yet know is the timing and the magnitude of these elements.
13 results found
  • Emerging Markets
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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, Emerging Markets

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.
Charudatta Shende, Emerging Markets, Fixed Income, Outlook, 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 ….
Emerging Markets, Equities

Steady as She Goes

The year of 2022 proved to be one of the most challenging and volatile for emerging market (EM) equities.
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