Candriam

In #CreditInvesting, the biggest mistake is often the simplest: Focusing on yield... and underestimating risk. Too much attention goes to spread levels. Not enough to what actually drives outcomes. Explore how we tame risk in credit markets 👉 candriam.com/en/professiona…

High Yield in 2026: carry will matter more than beta. The market enters the year with late-cycle valuations, tight spreads and a shrinking margin for error. 💡 Explore why in our “Global High Yield 2026 Outlook” 👉 #outlook-on-tame-credit-in-2026-fixed-income-and-risk" target="_blank" rel="nofollow noopener">candriam.com/en/professiona…

📊 When energy, geopolitics and policy collide, markets reprice fast. For investors, the key is not reacting to headlines, but structuring the uncertainty. Explore our latest asset allocation views 👉 candriam.com/en/professiona…

In the luxury industry, investigations into ESG issues don’t always trigger immediate market reactions. But when regulation enters, the impact can quickly become financial. Explore our research paper “Brand Values: Unravelling Luxury Goods Risks”: candriam.com/en/professiona…

Is #EmergingMarketDebt still a relevant strategy after such a strong rally? Income remains attractive. But dispersion, politics and funding conditions could matter far more than broad beta. Discover our Emerging Market Debt outlook 👉 candriam.com/en/professiona…

“The ESG backlash is real. And in some respects, it is deserved.” A direct — yet fair — view from one of the guests at our latest ESG Talks webinar “ESG No More, or Now More Than Ever? The Investors’ Take”. Watch the full discussion: academy.candriam.com/en/esg-talks/e…

In a recent interview, our Lead Engagement Analyst explains: - Why luxury brands face unique ESG risks - How technology and collaboration can improve supply-chain transparency - Why investor engagementmatters Read the full conversation 👉 candriam.com/en/professiona…

According to some headlines, ESG is fading. Actually, it may deserve a different perspective. Watch the replay of our latest ESG Talks webinar, “ESG No More, or Now More Than Ever? The Investors’ Take”? ▶️ academy.candriam.com/en/esg-talks/e…

In the luxury sector, reputation is valuation. Unpack both the risks and the opportunities for investors in our latest research paper “Brand Values: Unravelling Luxury Goods Risks” 👉 candriam.com/en/professiona…

The recent AI shockwaves aren’t just about smarter assistants — they’re prompting a deeper question: Could the SaaS world be fundamentally re-shaped by AI? Understanding the software economy’s backdrop is now essential for investors. candriam.com/en/professiona…

Momentum has shifted across markets. Alternative investments have remained comparatively solid. In our latest update, our #AlternativeInvestment team examines: • How alternative strategies are navigating the shift • Where return drivers remain robust 👉candriam.com/en/professiona…

#DisruptiveTechnologies are now measurable structural shifts. The data in the images below highlight the signals behind this #megatrend 👇 In our latest research paper, we analyse how it redefines where long-term value may be created for investors: candriam.com/en/professiona…

In our latest update, our #Equities team analyses: • Earnings momentum vs valuation dispersion • Cyclical recovery vs structural resilience • Selective leadership vs broad market breadth Explore our current views on equities 👉 candriam.com/en/professiona…

#EmergingMarket debt has delivered. 📊 High coupons. Tighter spreads. Solid recoveries. But here’s the real question: After the rally, what actually drives returns in 2026? Our Head of Emerging Market Debt explains why next year may look very different: candriam.com/en/professiona…

Growth is slowing — but not stalling. Inflation is cooling — but not collapsing. For fixed income investors, that resilience shapes positioning decisions. Discover our latest fixed income views👉 candriam.com/en/professiona…

The market narrative around technology remains powerful. But beneath the surface, a widening digital divide is emerging. It's no longer just a thematic story — it’s a portfolio construction question. Explore the latest views on #AssetAllocation: candriam.com/en/professiona…

• GenAI is unlocking trillions in potential value • Humanoid robotics are moving from labs to factories • Quantum computing is redefining modelling, security and infrastructure Discover the opportunities this #megatrend creates for investors: candriam.com/en/professiona…

After years of strong momentum — and a recent wave of criticism — #sustainableInvesting stands at a turning point. Missed our latest ESG Talks webinar, “ESG No More, or Now More Than Ever? The Investors’ Take”? ▶️ The replay is now available: academy.candriam.com/en/esg-talks/e…

Every company claims to be sustainable — but how do you separate substance from spin? Our free “ESG Corporate Analysis” course: 🎓 For analysts or investors who wants to manage ESG risks. 🕒 1 hour. Self-paced. 🌐 Available in 7 languages. 👉 academy.candriam.com/en/courses/esg…

Following #WorldCancerDay, a reminder: cancer is never just a medical journey. That’s where organisations like @macmillancancer make a real difference. Discover the work of an organisation we are proud to support 👉 institute.candriam.com/news20260204-W…