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Adapt to thrive in the Fixed Income Jungle

Fixed Income, Adapt to thrive
Over a decade ago negative rates started looming, creating an unprecedented environment. Well the Fixed Income space is definitely the opposite, a lush jungle dominated by the canopy, aka the AAA-AA ratings, covering an Investment Grade A to BBB ratings understory, down to the High Yield BB and lower ratings forest floor.
  • US elections, Asset Allocation, Macro, Florence Pisani, Emile Gagna

    Trump’s Economic Policy

    The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors?
  • Research Paper, Oncology, ESG, SRI, Servaas Michielssens, AI

    Precision Oncology Powered by AI: A New Era for Cancer Treatment

    Have you heard about radiotheranostics? This new field in medicine combines diagnosis and therapy. It involves using specially designed radioactive compounds that can both identify cancer cells and deliver targeted radiation therapy to destroy them. This is one of the latest developments of precision medicine, a domain that offers fascinating prospects in both early detection and specific treatment.
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Research Paper, Emerging Markets

2025 EMD Outlook: Beware of Fiscal Folly

The global macro environment will likely favour further dollar strength, despite the strong appreciation since the US elections in early November. Under President Trump’s second administration, we may even test the dollar highs seen during Paul Volcker’s Federal Reserve chairmanship in the 1980s.
Bertrand Dardenne, Félix Schlang, Alternative Investments, Research Paper

Trump 2.0 and Merger Arbitrage - Green light from the White House?

As we enter 2025, the arrival of a new President in the White House is generating a great deal of uncertainty. Merger arbitrage (M&A) strategies are no exception to the question: What impact can we expect from the change of administration on this asset class ?
Research Paper, Oncology, ESG, SRI, Servaas Michielssens, AI

Precision Oncology Powered by AI: A New Era for Cancer Treatment

Have you heard about radiotheranostics? This new field in medicine combines diagnosis and therapy. It involves using specially designed radioactive compounds that can both identify cancer cells and deliver targeted radiation therapy to destroy them. This is one of the latest developments of precision medicine, a domain that offers fascinating prospects in both early detection and specific treatment.
Research Paper, Alix Chosson, Elouan Heurard, Biodiversity, ESG, SRI

Biodiversity : ready to take up the challenge of biodiversity integration ?

Biodiversity challenges are multifaceted, involving intricate ecological, geographical, and social dimensions. Acknowledging this, Candriam’s biodiversity framework allows for a granular and effective approach of biodiversity integration.
Research Paper, Damien Vergnaud, Alternative Investments

Understanding and anticipating index recompositions is essential

Damien Vergnaud, portfolio manager in Candriam's alternative strategies team, presents his study on index rebalancing. It highlights the effects of these transactions on investors' portfolios, and the importance of anticipating them by combining various approaches.
Research Paper, ESG, SRI, Sovereign Sustainability, Vincent Compiègne, Kroum Sourov, Water

Water is more than just a resource

Climate change may be the greatest threat to sustainability, but water vulnerability is potentially the most urgent, likely to play out in a shorter time frame.
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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