Important Message: Beware of Impersonation Scams

Fraudulent messages and advertisements are currently circulating on messaging platforms, including WhatsApp, impersonating Candriam’s brand and investment professionals. Please note that Candriam never offers investment recommendations or provides financial advice through social media channels or messaging platforms.

Investing for tomorrow

Discover our funds

  • 163bn€

    Assets under management as at 31 December 2025

  • 25

    years of ESG experience

You are browsing from the Rest of the World! Would you like to change your location?
Asset Allocation, Geopolitics

Middle East Conflict

Coordinated U.S. and Israeli strikes against Iran began on Saturday 28 February, while Iranian retaliation has spread across the region. Without any clearly stated intentions or objectives on the part of the United States of America, these events give rise to numerous hypotheses and uncertainties for the region in the coming months, as well as risks for investors.
CSR Report 2024
Weekly Views
What's next

Tame Risk.

Don't run from it. 

Credit can feel calm because returns are steady most of the time. But credit is asymmetric: the upside is limited to the coupon, while the downside can be permanent if fundamentals weaken or liquidity disappears.

Read more

Latest Insights

  • Chapeau marron posé à côté d’une boîte lumineuse affichant « CANDRIAM ON AIR », avec une boussole et des jumelles anciennes disposées sur un fond bleu.

    Explore webinar - Discover our latest event covering the markets and asset classes

    Markets don’t stand still — and neither do we. Repricing growth, shifting policy expectations, and AI-driven disruption are reshaping sector leadership. In this environment, clarity matters. 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.

  • Engagement and Voting Outlook

    Market, regulatory, and geopolitical trends are influencing the way investors are engaging with investee companies. In 2025, shareholders sponsored fewer resolutions, while large institutions withdrew from some large collaborative initiatives, causing them to be restructured or cancelled.

  • Unlocking extra income in subordinated financial bonds

    Since the end of February, global credit markets have been driven by the escalation of the US-Iran conflict and rising tensions across the Middle East. While geopolitical risks are not new, the intensity and speed of this episode took markets by surprise.

  • Navigating the Credit Cycle

    If you ask a fixed income investor to describe the credit cycle, most will readily cite its four familiar phases: Repair, Recovery, Expansion and Downturn. Knowing the terminology is straightforward. The more relevant question is: why does it matter for portfolio outcomes?

  • Embracing risk in credit: the Candriam approach

    Explore Candriam’s disciplined approach to credit investing. Learn how issuer research, ESG integration and risk visibility help navigate volatility and construct resilient fixed income portfolios.
  • Digital‑style blue tunnel made of repeating rectangular patterns, converging toward a bright central light.

    Software: Will AI trigger a SaaSpocalypse?

    Artificial Intelligence agents are moving beyond assistance and into execution. The emergence of AI agents such as Claude Cowork has intensified a debate among investors: could parts of the SaaS ecosystem risk structural disintermediation?
Insights
“At Candriam, we embrace Conviction and Responsibility in everything we do.”
Vincent Hamelink, CEO

Expertise

Thematic

Find it fast

Get information faster with a single click

Get insights straight to your inbox