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Adapt to thrive in the Fixed Income Jungle

Fixed Income, Adapt to thrive
Over a decade ago negative rates started looming, creating an unprecedented environment. Well the Fixed Income space is definitely the opposite, a lush jungle dominated by the canopy, aka the AAA-AA ratings, covering an Investment Grade A to BBB ratings understory, down to the High Yield BB and lower ratings forest floor.
  • Asset Allocation, Macro

    Update on ReArm Europe

    Released last September, former ECB President Mario Draghi’s report urged the EU to revive and boost its competitiveness. At the end of January, the European Commission presented the Competitiveness Compass to allow Europe to revive economic growth and secure prosperity.
  • US elections, Asset Allocation, Macro, Florence Pisani, Emile Gagna

    Trump’s Economic Policy

    The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors?
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Viewpoints

Explore our latest articles and comments. Updated regularly, this section offers diverse perspectives and insights. Easily filter by tags such as authors, themes, and formats to find what interests you. Dive in and discover our viewpoints.

Trump’s Economic Policy

US elections, Asset Allocation, Macro, Florence Pisani, Emile Gagna
The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors?

Update on ReArm Europe

Asset Allocation, Macro
Released last September, former ECB President Mario Draghi’s report urged the EU to revive and boost its competitiveness. At the end of January, the European Commission presented the Competitiveness Compass to allow Europe to revive economic growth and secure prosperity.
Nadège Dufossé, Asset Allocation

Can US Exceptionalism Endure?

For the past decade, US stock markets have largely dominated the rest of the world, thanks to strong momentum in the technology sector and a favorable macroeconomic environment. Paradoxically, since the election of Donald Trump, this trend has reversed and the US market seems to have temporarily lost this leadership role.
Asset Allocation

A broad field of shifts

We maintain an overweight stance on global equities, adopting a more balanced approach across sectors and regions. Notably, we have a renewed interest in Europe and China, as the catch-up trade in these regions still has potential upside: a range of macroeconomic, geopolitical and technological factors have introduced notable shifts that investors must carefully assess.
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Monthly Coffee Break

Updated each month, this section provides expert analysis and strategic insights. Stay informed with our latest market perspectives and allocations.

  • Monthly Coffee Break, Equities

    Europe at the forefront

    “Uncertainty” was probably the most important driver behind the stock market’s behaviour over the past four weeks.
  • Monthly Coffee Break, Alternative Investments

    The wind of change

    The global economy experienced a mild slowdown due to a lower contribution of services to the World PMI and lower consumer participation.
  • Monthly Coffee Break, Fixed Income

    Volatile bond markets

    Over the past weeks, bond markets faced significant volatility primarily due to a barrage of announcements from the White House.

Explore

Find the latest research papers. Easily filter by tags such as authors, themes, and formats to access the information most relevant to you. Explore and enhance your understanding with Candriam's trusted research.

Research Paper, Emerging Markets

2025 EMD Outlook: Beware of Fiscal Folly

The global macro environment will likely favour further dollar strength, despite the strong appreciation since the US elections in early November. Under President Trump’s second administration, we may even test the dollar highs seen during Paul Volcker’s Federal Reserve chairmanship in the 1980s.
Bertrand Dardenne, Félix Schlang, Alternative Investments, Research Paper

Trump 2.0 and Merger Arbitrage - Green light from the White House?

As we enter 2025, the arrival of a new President in the White House is generating a great deal of uncertainty. Merger arbitrage (M&A) strategies are no exception to the question: What impact can we expect from the change of administration on this asset class ?
Research Paper, Oncology, ESG, SRI, Servaas Michielssens, AI

Precision Oncology Powered by AI: A New Era for Cancer Treatment

Have you heard about radiotheranostics? This new field in medicine combines diagnosis and therapy. It involves using specially designed radioactive compounds that can both identify cancer cells and deliver targeted radiation therapy to destroy them. This is one of the latest developments of precision medicine, a domain that offers fascinating prospects in both early detection and specific treatment.
Research Paper, Alix Chosson, Elouan Heurard, Biodiversity

Biodiversity : ready to take up the challenge of biodiversity integration ?

Biodiversity challenges are multifaceted, involving intricate ecological, geographical, and social dimensions. Acknowledging this, Candriam’s biodiversity framework allows for a granular and effective approach of biodiversity integration.
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Need a fresh perspective? Discover our selection of the hot topics and background pieces of the moment. Trending investment themes, expert views, in-depth analyses. The periodic recap of the topics that matter to you.

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