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November 12, 2019

The impact of ESG investing in emerging market equities

Lower governance standards, increased risk of corruption, looser reporting standards –can applying Environmental, Social, and Governance factors benefit investors in Emerging Markets Equities?

November 7, 2019

The balance of Brexit risks has shifted

During October, Candriam shifted our views on the UK market.

October 15, 2019

Amazing technologies: the impact of 5G

In the not too distant future, remote surgery will enable patients from all over the world to have access to the best healthcare and doctors without having to travel thousands of kilometers.

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

12 November 2019

WHAT'S NEXT?

More news on the trade front are expected as substantive issues must be resolved before Presidents Trump and Xi could sign a Phase 1 deal (in December). Phase 2 is not yet on the agenda.
A key highlight will be Fed Chair Powell’s testimony to Congress’ Joint Economic Committee and his appearance before the House Budget Committee.
On the data front, the US and EU Industrial Production and CPI are expected. In addition, the German Q3 GDP release could show the economy falling into a technical recession.
Central banks of Mexico and New Zealand will announce their latest monetary policy decisions.
In Washington, the first public hearings as part of the impeachment inquiry will be taking place. Meanwhile, US President Trump will meet President Erdogan of Turkey.

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November 14, 2019

Helping Those Who Help

October 18, 2019

04/07 Outlook H2 2019 – Is summer looking good for investors? How to position your portfolio?

July 4, 2019

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November 14, 2019

Will central banks take a breather?

The activity cycle (our in-house long term indicator) continues its negative spiral in 2019.

November 14, 2019

Gearing up for the last quarter

During the month of October, investor sentiment was lifted by two events: the United Kingdom concluding a deal with the EU (hence reducing the risk of no-deal Brexit) and Donald Trump’s Administration being seemingly close to signing a trade deal with China.

November 14, 2019

Geopolitical appeasement

The road ahead seems wider and clearer even if only for the next few months.

November 13, 2019

Why is there no bubble in the real estate investment companies sector?

Absurdity exists in the financial world. But in the real world, an asset is an asset and a debt a debt.

November 8, 2019

Developed Markets at record highs

European equities performed well, with global investors relieved by a potential Brexit deal and a better-than-expected earnings season.

October 30, 2019

Brexit: Daily update

October 24, 2019

China, a path fraught with pitfalls

President Trump regularly highlights that China has more to lose from a trade war than the US.

October 20, 2019

What happened on Saturday October the 19th?

The triggering of the Benn Act on Saturday reduces further the probability of a no deal Brexit on October the 31st as it is now up to the EU to decide whether or not it wants a no-deal Brexit in the coming days…