November 26, 2020

The Times They Are A-Changin’

Every single day in December, our experts will disclose their insights on some of the most critical challenges for investors in 2021.

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November 27, 2020

ESG Talks – Educational. Practical. Conversational.

Candriam Academy ESG Talks is an educational webinar series which will look at some of the most pressing economic, social and environmental issues of our time.

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November 16, 2020

Investors beware: ESG fund ratings

Are investors adequately scrutinizing the methodology and the data on which ESG fund ratings are based?

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COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

23 November 2020

WHAT’S NEXT?

  • Attention will remain on the pandemic as governments across the world continue to impose restrictions in order to contain the spread of the virus.
  • Flash PMI surveys will be released providing insights into the state of business conditions during the new infection wave, post-US elections and COVID-19 vaccines announcements.
  • The US Fed will publish its most recent FOMC Minutes. Policy was left unchanged awaiting the elections result. The emphasis is likely on the importance of both fiscal and monetary stimuli.
  • Updated Q3 GDP estimates for the US, the euro zone and Singapore are due. The dispersion in the euro zone Q3 activity is expected to persist as Germany benefited from strong factory-led growth.
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Discover Candriam's Houseview for this week

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Subscribe to our Weekly Newsletter

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Economic and asset allocation outlook

October 1, 2020

Oncology Funding and Research Issues

February 20, 2020

The User’s Guide to Carbon Offsetting

March 5, 2020
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November 23, 2020

EU goes for hydrogen

In December 2015, 195 countries, practically every nation on earth, signed the Paris Agreement, committing to take necessary measures to contain global warming by 2100. 

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November 18, 2020

Economic recovery threatened by second wave?

A deteriorating COVID backdrop weighed on risk sentiment throughout the month and the European equity market sold off sharply in October.

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November 18, 2020

Winter is coming

During the month of October, the market wobbled between hope and fear. 

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November 18, 2020

November relief

Our convictions have evolved with the recent overcoming of 2 major hurdles: the US elections and the announcement of an efficient vaccine.

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November 17, 2020

Building things that last

Proliferation of cheap disposable goods and materials is a key negative by-product of the linear economy.

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November 16, 2020

Innovation, the solution to the major challenges of the 21st century

In our opinion, innovation, as a driver of business growth in a world in structural slowdown, remains one of the key criteria for value creation.

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November 12, 2020

Circles, triangle ladders and cows

It now takes 1.6 planets to meet the needs of humanity. And if we do nothing by 2050, it will take three!

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November 12, 2020

Healthcare Sector: Investing Today and Tomorrow

The outperformance of healthcare stocks during the COVID-19 pandemic has underscored, once again, the innovative nature of the sector.

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November 4, 2020

Paradise gone

The story of the “economic paradise” of Nauru shows perhaps better than any other, in microcosm, the ruin at the end of a linear economy.

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Our experts

Anton Brender

Chief Economist

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Florence Pisani

Global Head of Economic Research

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Geoffroy Goenen

Head of Fundamental European Equity

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Isabelle Cabie

Global Head of Corporate Responsible Development

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Jan Boudewijns

Head of Emerging Markets Equity

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Koen Popleu

Senior Fund Manager

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Koen Van de Maele

Global Head of Investment Solutions

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Nadège Dufossé

Head of Cross-Asset Strategy & Deputy Global Head of Multi-Asset

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Nicolas Forest

Global Head of Fixed Income Management

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Patrick Zeenni

Deputy Global Head of Credit - Head of Investment Grade & Credit Arbitrage

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Philippe Noyard

Global Head of Credit & Deputy Global Head of Fixed Income

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Rudi Van den Eynde

Head of Thematic Global Equity

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