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Tame risk
Explore Candriam’s credit expertise. How to understand, navigate and master credit risk with structured strategies and research insights. Download premium content.
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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.

Exploration items including a hat, compass and binoculars next to a “Candriam On Air” sign, illustrating discovery, exploration and communication
Equities, Macro, Emerging Markets Equities

Markets under pressure, convictions intact

In a recent Explore webinar, Candriam CIO Nicolas Forest, alongside Chief Economist Florence Pisani, Co-Global Head of Equity Management Johan Van der Biest and Head of Emerging Markets Equities Paulo Salazar, shared their views on the impact of the Strait of Hormuz closure, the general feeling of the markets and explored the trends to be aware of across equities.
Aerial view of a small lake surrounded by vegetation with a wooden pier and boats, illustrating nature, biodiversity and sustainable landscapes
Philippe Dehoux, Lucia Meloni, Fixed Income, ESG, SRI, Climate Action, Biodiversity, Water, Sovereign Sustainability

Generating Impact in the Bond Space – But How?

Impact investments have kept rising over the past decades, reaching $1.6 trillion USD according to the Global Impact Investing Network (GIIN) – that is $ 1.6 trillion USD in assets allocated toward solutions supporting the Sustainable Development Goals.
Volcanic rock formations rising from the ocean with waves and cloudy sky, illustrating a wild natural landscape and the power of nature
Cemre Aksu, Benjamin Chekroun, ESG, SRI

Engagement and Voting Outlook

Market, regulatory, and geopolitical trends are influencing the way investors are engaging with investee companies. In 2025, shareholders sponsored fewer resolutions, while large institutions withdrew from some large collaborative initiatives, causing them to be restructured or cancelled.
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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.

  • Cherry blossom trees in full bloom along a hillside with yellow flowers and mountain landscape under a blue sky
    Equities, Monthly Coffee Break

    Better momentum as geopolitical tensions ease

    European equities have rebounded since our last Equity Committee meeting on 10 March, thanks to a significant easing of geopolitical tensions, driven by a temporary ceasefire between the US and Iran in early April.
  • Pink cherry blossom branches in full bloom with traditional Japanese house and hillside covered in sakura trees in spring
    Asset Allocation, Monthly Coffee Break

    Escalate. De-escalate. Repeat.

    Financial markets have entered a regime where escalation and de-escalation are no longer discrete events, but part of a repeating pattern. The war in Iran has not evolved linearly; it has oscillated, with periods of intensity followed by temporary pauses, each feeding renewed uncertainty rather than resolution.
  • Cherry blossom trees in full bloom along a riverside with mountains, blue sky, and sunlight shining through pink sakura branches
    Monthly Coffee Break, Alternative Investments

    The New Global Disorder

    March was dominated by the Middle East shock, as the escalation of the US-Iran conflict and disruption around the Strait of Hormuz pushed energy prices sharply higher and reignited inflation concerns globally.

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, Credit, Fixed Income, Marie Thomin, Charudatta Shende

Investing in Late-Cycle Credit

Late-cycle credit markets rarely announce themselves clearly. Spreads remain tight, income is still available, and risky assets may continue to perform. Yet beneath this apparent stability, the balance is shifting: compensation is thinner, risks are more idiosyncratic, and the margin for error is narrowing.
Research Paper, Fixed Income, Credit, Charudatta Shende

Navigating the Credit Cycle

If you ask a fixed income investor to describe the credit cycle, most will readily cite its four familiar phases: Repair, Recovery, Expansion and Downturn. Knowing the terminology is straightforward. The more relevant question is: why does it matter for portfolio outcomes?
Tame risk, Fixed Income, Credit, Charudatta Shende

Embracing risk in credit: the Candriam approach

Explore Candriam’s disciplined approach to credit investing. Learn how issuer research, ESG integration and risk visibility help navigate volatility and construct resilient fixed income portfolios.
Research Paper, Lucia Meloni, Emma Miguel Unzue, ESG, SRI

Brand Values: Unravelling Luxury Goods Risks

If brand value is image, reputation, and a track record of quality, the higher the price of the product, the more important that image is for pricing and profit. And the more susceptible to negative news which might affect that image.
Research Paper, AI, Equities, Jean-Baptiste Sergeant, Johan Van der Biest, Ken Van Weyenberg

Disruptive technologies

The world of 2030 is already taking shape: AI assistants embedded in daily life, autonomous mobility, software-defined factories, digital twins, and smarter energy systems that optimise demand in real time.
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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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