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The Law of the Strongest

Asset Allocation, Nadège Dufossé, Macro
As we write these lines, the US market is approaching its historical peak, last reached in February 2025, and most asset classes have posted positive returns in local currency since the start of the year.
  • Research Paper, Fixed Income, Bob Maes, Philippe Dehoux

    Euro Swap Spreads : Unpacking Asset Classes

    You want to talk about euro swap spreads versus US swap spreads? We watch that, too. But to be honest, that graph is one of the last things we look at when managing euro fixed income aggregate portfolios. So if you want to see it, you’ll have to read all the rest of this page first.
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  • Patrick Zeenni
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  • Patrick Zeenni
Research Paper, Adapt to thrive, ESG, SRI, Fixed Income, Dany da Fonseca, Vincent Compiègne, Patrick Zeenni

Beyond the Green Bond

Based on our long-standing views of the financial benefits of sustainability, we integrate some level of ESG (Environmental, Social, and Governance) factor analysis across all our investment processes, and particularly for our sustainable investment strategies.
Patrick Zeenni, Fixed Income, ESG, SRI, Credit

A sweet spot for euro investment grade investors

After 2022, which covered the end of a decade of monetary policy loosening, 2023 has been the year of the repricing of the whole interest rate curve. The end of Central Banks’ "higher for longer" mantra supported a steepening of the yield curves and repriced real interest rates which are back now in positive territory, for the first time in close to ten years.
Q&A, Patrick Zeenni, Nicolas Jullien, Alternative Investments, Fixed Income

A long/short credit with a long bias

We continue to discover interesting opportunities in the corporate bond universe. Philippe Noyard, Global Head of Fixed Income at Candriam, Patrick Zeenni and Nicolas Jullien explain how their approach aims to optimise the credit market’s potential with the objective of generating returns.
Q&A, Alternative Investments, Patrick Zeenni, Guillaume Benoit, Mouine Darwich

Credit Long Short: a diversified alternative strategy targeting moderate volatility

Patrick Zeenni, CFA, Head of Investment Grade & Credit Arbitrage, Guillaume Benoit, Senior Fund Manager / Credit Analyst and Mouine Darwich, CFA, Fund manager/ Quantitative credit Analyst explain why a Credit Long Short strategy could be a "must have" in a diversified portfolio.

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