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Latest insights

Geopolitical fragmentation, investing in a multipolar world

Research Paper, Equities, Geopolitics, Infrastructure, Johan Van der Biest, Ken Van Weyenberg
Geopolitical Fragmentation | Europe’s Investment Moment | Candriam Discover how Europe’s drive for strategic autonomy is reshaping global investing. Read Candriam’s latest research and explore our European Autonomy Fund.
  • Fixed Income, Charudatta Shende

    Credit Markets: Strength Beneath the Surface, Caution Above It

    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.
  • 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.
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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.

Private Debt: Predictable Real Returns

Private Debt
Does it seem as though we, and our investments, are living in uncertain times? With its scheduled cash flows, private debt may provide a predictable and reliable instrument within your overall asset allocation.

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.
Equities

Buoyant month for equities

European equities rose in September, buoyed by broader global gains supported by the Fed’s rate cut.
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.
Alternative Investments

This market is Gold!

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

    Moderately positive on US rates

    We continue to view the labour market as the key determinant for US rates. If employment stabilises, we expect the long end of the curve – particularly maturities beyond ten years – to move higher.
  • Monthly Coffee Break, Equities

    Resilient third-quarter corporate earnings

    Despite mixed Q3 earnings, European equities closed higher in October, reaching new all-time highs, as macro data showed signs of improvement. In the Eurozone, Q3 GDP surprised to the upside at 0.2% QoQ (vs 0.1% expected and prior) but reflected large discrepancies across countries: Germany and Italy lagged, while France and Spain posted stronger-than-expected growth.
  • Monthly Coffee Break, Alternative Investments

    The big beautiful unbelievable rally

    Contrarian voices grew louder in October while Nvidia’s Jensen Huang warned that “China will win the AI race”. Nonetheless, October proved positive for hedge funds, despite brief market volatility tied to US-China trade developments.
  • Monthly Coffee Break, Asset Allocation

    The fog is slowly lifting

    Global markets enter November with better visibility than at any point this year – growth stronger than expected, inflation lower than expected and policy still broadly supportive.

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, ESG, SRI, Marie Niemczyk, Benjamin Manent-Manent

The Forest We Ate: How Agriculture Consumes Biodiversity

The loss of biodiversity has financial and investment implications. While not-for-profits and investors such as ourselves are straining to actually quantify our risks, the qualitative indicators are mounting.
Research Paper, Equities, Geopolitics, Infrastructure, Johan Van der Biest, Ken Van Weyenberg

Geopolitical fragmentation, investing in a multipolar world

Geopolitical Fragmentation | Europe’s Investment Moment | Candriam Discover how Europe’s drive for strategic autonomy is reshaping global investing. Read Candriam’s latest research and explore our European Autonomy Fund.
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, 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.
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New Explore newsletter

Need a fresh perspective? Discover our selection of the hot topics and background pieces of the moment. Trending investment themes, expert views, in-depth analyses. The periodic recap of the topics that matter to you.

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