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Renta fija, Monthly Coffee Break

Recession remains unlikely in the euro zone

April saw positive performances for risky markets, with equities and convertible bonds outperforming, followed by high yield. Government bonds underperformed across most major markets except Japan. We also saw a recovery of subordinated and CoCo bonds to the detriment of more senior issues.
Nicolas Forest, Renta variable, Renta fija, Macro, Asignación de activos

Which way will Turkey turn?

With the upcoming 2023 Turkish presidential election, scheduled to take place on 14 May, we are sharing our views and sentiments on the possible outcomes and their consequences.
Renta fija, Monthly Coffee Break

High Yield and Convertibles led Fixed Income Markets

In March, markets were driven by the strong performance of most asset classes, confirming a general trend year-to-date in which investors in most major asset classes have been rewarded with positive returns.
Asignación de activos, Renta fija, Renta variable

Impact of Credit Suisse takeover

Portfolios managed by Candriam have no exposure to any Credit Suisse security, OTC exposure or stock-lending exposure.
Renta fija, Monthly Coffee Break

The return of decorrelation between risky assets and rates

In the weeks to mid-March, the dominating theme was perhaps the return of decorrelation between risky assets and rates. All G4 sovereign issuers saw falls in their 10-year yields, while major equity indices all took hits. Credit spreads also widened.
Renta fija, Monthly Coffee Break

A sense of relief

The beginning of the year provided some relief to global investors and allowed them to claw back some of the losses they suffered in the previous year.

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