Podcasts

On the heels of Covid-19 and the oil shock, financial markets experienced a third blow yesterday (12 March) with a major confidence crisis. Speeches from US President Donald Trump and ECB President Christine Lagarde have shaken investor confidence in the ability to lead a timely and bold approach worldwide.

Anton Brender et Florence Pisani se penchent sur les maux visibles et invisibles des économies mondiales : à quel rythme celles-ci s’avancent-elles vers une sortie du Covid-19 ? 

Covid-19 Series - Podcast #20 :In times of market turmoil, investors are more intent than ever on finding diversifying assets. Can Private Equity meet this need? Especially US Small Private Equity companies? Is government assistance to these companies sufficient? What about market performance relative to other private equity strategies? Could these companies emerge stronger from this crisis?

Covid-19 Series - Podcast #18 : Technology will be the greatest beneficiary of the Covid crisis and the changes it drives, concludes our Asset Allocation Team in one of our recent papers.

Covid-19 Series - Podcast #16: Which recent events in European equities should investors focus on? What are the benefits of investing in European equities today? What should we expect after we emerge?

Covid-19 Series - Podcast #15 : Nicolas Forest, Global Head of Fixed Income, shares his views on the rapidly-changing fixed income markets.

Covid-19 Series - Podcast #14: Candriam’s annual Engagement report just released – what is special about Engagement at Candriam? How is the Covid-19 crisis impacting our Engagement discussions today? A look beyond today’s crisis – the future of Engagement after we emerge?

Covid-19 Series - Podcast #14

The financial ecosytem has noted that ESG strategies in aggregate have suffered less than either most active or passive strategies so far in this year’s financial crisis.

Covid-19 Series - Podcast #13: The financial ecosytem has noted that ESG strategies in aggregate have suffered less than either most active or passive strategies so far in this year’s financial crisis. In its study of 25 March, BofA determined that this benefit applied across sectors and market caps.

Covid-19 Series - Podcast #10: Nicolas Forest, our Global Head of Fixed Income, takes a step back to analyse the situation on Fixed Income markets. Spreads, liquidity and volatility: all topics are covered. What are the consequences of Central Banks’ actions? How does today compares to 2008? Have we reached a bottom? And, more importantly, how to position portfolios and manage risks in such an unstable context?

Covid-19 Series - Podcast #9: Steeve Brument, Head of Multi-Asset Quantitative Strategies at Candriam, gives today a full overview of CTAs, an expertise Candriam has developed since 2007. Are these strategies an interesting alternative in the current market environment? When do they perform at their best? And why such a dispersion between competitors today?

Covid-19 Series - Podcast #8: Nicolas Deltour, head of Client Portfolio Management - Fundamental Equity, gives a full overview of the Covid-19 crisis: where do we stand, and which short and long-term consequences for Equity Markets? Valuations, volatility, oil and energy rebound, current winners and losers… and all the convictions that Candriam recently implemented in its portfolios.

Covid-19 Series - Podcast #7: What makes Absolute Return strategies work (or not) in such extreme market environments? Well, it’s all about people, says Emmanuel Terraz in today's Covid-19 series podcast.

Covid-19 Series - Podcast #6 :With our guests Rudi Van den Eynde, Head of Thematic Global Equity and Renato Guerriero, Global Head of Distribution & Member of the Executive Committee - Group Strategic Committee

Covid-19 Series - Podcast #5: With our guests Nicolas Forest, Global Head of Fixed Income and Charudatta Shende, Head of Client Portfolio Management – Fixed Income.

Covid-19 Series - Podcast #4 : With our guests Fabienne Cretin , Head of Risk Arbitrage and Laurie Amiot, Client Portfolio Management - Absolute Return and Quantitative Equity

Covid-19 Series - Podcast #3 : With our guests Nicolas Deltour, Head of Client Portfolio Management - Fundamental Equity and Renato Guerriero, Global Head of Distribution & Member of the Executive Committee - Group Strategic Committee.

Covid-19 Series - Podcast #2: With our guests Emmanuel Terraz, Global Head of Absolute Return & Quant Equity and Laurie Amiot, Client Portfolio Management - Absolute Return and Quantitative Equity.

Covid-19 Series - Podcast #1: With our guests Nicolas Forest, Global Head of Fixed Income and Charudatta Shende, Head of Client Portfolio Management – Fixed Income