At Candriam, we are active owners and debtholders. We exercise our rights when we believe action can enhance long-term value for our clients and ultimate beneficiaries.
Latest insights
7 results found
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Emerging Markets
Diliana Deltcheva, Charudatta Shende, Emerging Markets, Fixed Income, 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.
Outlook 2023, Galina Besedina, Paulo Salazar, Emerging Markets
Net Zero with Emerging Markets: before the bell tolls
Net Zero is a make-or-break moment for the global economy and investors can help emerging markets take full part in the energy transition.
Diliana Deltcheva, Fixed Income, Emerging Markets
Our 2023 Emerging Markets Debt Market Outlook
The macro environment in 2023 is likely to remain challenging for emerging market debt, especially in the first half of the year.
Emerging Markets, Fixed Income, Richard Briggs, Sovereign Sustainability
Lula’s Amazon stance appeals but will he deliver on the economy?
Luiz Inacio Lula da Silva narrowly won the second round of Brazil’s election, beating incumbent Jair Bolsonaro. Initial fears that Bolsonaro wouldn’t accept the result, particularly if it was tight, have receded. Bolsonaro said that he would follow the constitution and play by the rules, while his chief of staff, acknowledged the defeat.
Climate Action, Equities, ESG, SRI, Paulo Salazar, Galina Besedina, David Czupryna, Emerging Markets
ESG in EM Equities: Knitting it all together
25 years of experience in ESG, 25 years of experience in Emerging Markets Equities, and over 15 years of putting it all together. Doubling the Drivers of Performance :
Historically, Emerging Markets have been the drivers of global growth. Times are changing - deglobalisation is the new trend – but EMs still are responsible for more than half of our global economic growth.
Research Paper, Equities, ESG, SRI, Emerging Markets
The impact of ESG investing in emerging market equities
Lower governance standards, increased risk of corruption, looser reporting standards –can applying Environmental, Social, and Governance factors benefit investors in Emerging Markets Equities?