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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.
Latest insights
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Equities, Ken Van Weyenberg, Quentin DuquesneStructural shift towards European autonomy gains momentum
Recent geopolitical tensions in the Middle East have triggered renewed energy and supply shocks in Europe, exposing the continent's reliance on external dependencies. -
Explore webinar - Discover our latest event covering the markets and asset classes
Join Candriam CIO Nicolas Forest on April 21 for Candriam’s Market Briefing, as specialists across asset classes join Nicolas to recap what they’ve seen in the markets over the first quarter of the year.
Monthly Coffee Break
Updated each month, this section provides expert analysis and strategic insights. Stay informed with our latest market perspectives and allocations.
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Fixed Income, Monthly Coffee BreakImproving economic surprises
We move our view on US duration from neutral to a modest positive grade, implemented through the front end of the curve. -
Asset Allocation, Monthly Coffee BreakInsatiable
Growth is slowing. Consumers are becoming more selective. Yet demand for strategic assets continues to accelerate. -
Equities, Monthly Coffee BreakResilient earnings and support from AI
European equities have risen since our last Equity Committee in May, driven by fading Middle East geopolitical risks. -
Alternative Investments, Monthly Coffee BreakStrong markets, uncertain horizons
May was defined by resilient global activity but rising macro uncertainty.