Candriam

Our Monthly Coffee Break newsletter is coming soon! Don’t miss out the upcoming edition, where we’ll discuss: 🏛️ Market news and its impact on asset allocation 📈 Equity trends 📊 Fixed income updates 📩 Subscribe now for expert insights on asset allocation, equities and fixed income to navigate challenging markets: https://lnkd.in/eTeBKPuJ #Candriam #Investing4Tomorrow #MarketInsights #Equities #FixedIncome #AssetAllocation #Investing

Green bonds have long been the primary route for sustainable investing. But in today’s evolving landscape, sticking to the same path might mean missing out on a richer, more diverse ecosystem of opportunities. 🦜 Are social and sustainability-linked bonds the new hidden gems? How can investors diversify their sustainable fixed income portfolios? Explore the expanding universe beyond green bonds, and navigate this complex but rewarding terrain 👉 https://lnkd.in/d3gTTbpC #Candriam #Investing4Tomorrow #GreenBonds #FixedIncome #InvestmentInsights #BondMarkets #NavigatingMarkets

The high-yield bond market is becoming tighter and more selective, with issuance drying up and liquidity shifting. In this shrinking jungle, investors need the right tools to navigate the challenges and uncover hidden opportunities. 🧐 Where can investors still find value? How should strategies adapt to fewer bonds and tighter spreads? Explore how to move strategically through this evolving landscape and avoid the traps 👉 https://lnkd.in/dcx889RU #FixedIncome #HighYield #Candriam #InvestmentInsights #BondMarkets #NavigatingMarkets

Is it an award? We like to think it’s also teamwork rewarded: Candriam has once again been recognized as Best Luxembourgish Asset Management Company at the esteemed European Funds Trophy. 🏆 For the 19th year in a row, the European Funds Trophy has celebrated excellence in European funds and asset management. We are honored to be acknowledged by such a distinguished panel of industry experts and media partners. Winning in the category of 71 to 100 rated funds highlights the breadth of our investment offerings across various asset classes. And this achievement underscores our dedication to providing comprehensive solutions that meet the diverse needs of our clients. 📊 The European Funds Trophy evaluates funds based on their performance and risk profile over a specified period, ensuring a fair assessment within their respective categories. The methodology can be found here: https://lnkd.in/eWjxd9q8 Thank you to the European Funds Trophy FUNDCLASS for this recognition. Here's to continued success and innovation in sustainable investing. Sébastien Nantas: nice picture, thank you for proudly representing Candriam at the event among this group of top-notch asset managers. #Candriam #Award #BestLuxembourgishAssetManagementCompany #EuropeanFundsTrophy

What impact will Germany’s massive €800 billion budget plan have on markets? Last week, Nicolas Forest, CIO at Candriam, joined Smart Bourse to break down the implications of this ambitious plan and its ripple effects on European markets.    🎤 Key questions he tackled:    • Has the market correctly priced in this budget plan and its scenario?   • What might be the impact on the equity and fixed income markets?   • Can it drive a positive impulse on European growth?    Beyond Europe, the discussion also explored US market dynamics and the influence of the Trump administration’s policies. Watch the full interview (in French) 👉 https://lnkd.in/ewGSJm5q    Thank you, Grégoire Favet from B SMART 4Change for the invitation.    #Candriam #Investing4Tomorrow #EquityMarketInsights #FixedIncomeMarketInsights 

After suffering some headwinds in the past years – rising rates, market volatility -, the mergers and acquisitions market is starting to shift.     ⚙️ Against a backdrop of solid economic growth, likely further rate easing by the Federal Reserve, and a new US Administration with a pro-business approach, M&A activity could rebound in 2025 - which means more upcoming opportunities for arbitrageurs.    How could investors benefit from this environment? 🔎 Our experts, Bertrand Dardenne and Felix Schlang, have analysed the link between merger arbitrage spreads and the US presidential elections over the past 25 years.    Discover their enlightening findings, read their analysis 👉 https://lnkd.in/eeyWp_v4     #MergerArbitrage #Candriam #Investing4Tomorrow 

With inflation uncertainty, mixed economic growth, and shifting risk premiums - fixed income markets are more complex than ever. Identifying true fair value requires a deep understanding of market dislocations and macroeconomic trends. How can investors navigate this uncertainty? 💡 Our fixed income managers do not venture into the jungle without a compass. They are supported by proprietary models, continuously recalibrated to adapt to market shifts and uncover hidden value. Explore our insights and find your way through the fixed income jungle with confidence 👉 https://lnkd.in/dUBysWfr #Candriam #Investing4Tomorrow #FixedIncome #InvestmentInsights #BondMarkets #NavigatingMarkets

The last two years have been less favorable for private equity markets compared to public equity markets. What's driving this trend? What differs between both equity markets? What might it mean for investing in 2025? Actually, macroeconomic shifts and megatrends are contributing to movements in private markets. 🎧 Tune in to this podcast episode & Deep dive into 4 critical turning points reshaping capital allocation in private markets: https://lnkd.in/eKznMusA #Candriam #Investing4Tomorrow #PrivateEquityMarkets #CapitalAllocation #NewYorkLifeInvestments #MarketMatters

Celebrating International Women's Day with our own initiative: TogetHer. At Candriam, we're proud to have launched TogetHer, a network uniting men and women to advance gender equity. Our mission focuses on: 1. Promoting equal opportunities for all. 2. Preparing for the future. 3. Recognizing that gender equality is smart and right. Our initiatives span five pillars: empowering women, fostering networking, enhancing regulation & Gender KPI monitoring, promoting communication & awareness, and supporting work-life balance. TogetHer, let’s make a difference! 💪 #InternationalWomensDay #GenderEquity #TogetHer #Candriam

Following today’s decision  by the ECB to cut its key rate to 2.5%, Nicolas Forest, Candriam’s Chief Investment Officer, shares his views: “As expected, the European Central Bank cut its key rate to 2.5%. It is probably the last “clear cut “ as views among officials are diverging on the future path of monetary policy.   Some policymakers like Schnabel have advocated a pause, arguing that interest rates are approaching neutral level and monetary policy has become less restrictive   Others are predicting more rate cuts, citing sluggish economic growth and an escalating trade war.    Recently, the ECB's task has been further complicated by the US withdrawal of military support to Ukraine, which will require billions of euros of investment in European defence.   The announcement of Germany's € 500 billion infrastructure and defense plan has caused a repricing in the market, with only 45 basis points of easing for the rest of year compared to 60 basis points one week ago.   Even if deflation is on track and monetary policy has become less restrictive, there are phenomenal uncertainties, and the ECB is not pre-committing to a specific course of action.   Mrs. Lagarde remains data dependent and will reassess the situation meeting by meeting given the very complex economic and geopolitical landscape.   The Germany fiscal plan and the EU ReArm Europe plan could support growth and partially offset negative effects of potential trade tariffs, thus ruling out the recession scenario.   Taking into account all discussions about EU fiscal rules and the big shift in German fiscal policy and potential downside risks, all options are on the table, including “a pause” for the next meeting.” #ECB #CentralBanks #Candriam #Investing4Tomorrow