Latest insights

Bastien Dublanc and David Czupryna, managers of Candriam's water investment strategy, explain why they invest in this theme, how they select their stocks, and what differentiates Candriam from other investment managers in this area.

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.

Christopher Mey, CFA, Head of Emerging Markets Debt at Candriam, elaborates on the signifi cance 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 everchanging markets over the course of an economic cycle.

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.

Philippe Dehoux, Sylvain de Bus and Pierre Boyer explain how shortterm bonds are making the most of what the euro fi xed income market has to offer in the volatile environment ahead.

Paulo Salazar, Philip Scrève and Lamine Saidi give insights on sentiment towards emerging markets and describe how they search for pockets of growth.

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.

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.