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May 21, 2019

Obesity, the new global childhood pandemic?

The incidence and cost of obesity and other metabolic syndrome conditions have grown at a startling rate over the last fifty years.

May 23, 2019

Cancer and artificial intelligence: real progress in prospect

In the fight against cancer, artificial intelligence is proving a major ally.

May 20, 2019

United Kingdom: toing-and-froing weighing on growing

In 1Q 2019, UK growth came out at 2% QoQ (annualized).

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

20 May 2019

WHAT'S NEXT?

512 million Europeans from 28 (!) member states will go to the polls electing the European Parliament from May 23rd to May 26th. Investors will closely watch the results given the rise of populist and national forces.
The Federal Reserve will publish the minutes of its last Federal Open Market Committee. Investors will be looking at hints of a possible rate cut to boost inflation.
From a macro-economic perspective, investors will look to the evolution of Germany’s business confidence (Ifo) and the Flash PMI of May for the euro zone.

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May 17, 2019

Activity cycle remains firmly in the ‘downturn’ stage

The activity-cycle remains firmly in the ‘downturn’ stage after significant deceleration both in the US and the euro zone area, as cracks are appearing in economic releases for several regions.

May 17, 2019

Beyond Trade Jitters

It took fewer than 240 characters on a Sunday afternoon in early May to re-ignite the trade conflict between the world’s two biggest economies.

May 16, 2019

Solid earnings season

European equities once again delivered positive returns. Unlike last month, the move higher was led by the cyclical sectors and by 2018 beaten-up stocks, with oversold cyclicals and euro zone banks the outperformers in Europe. Markets were driven by: 1) the ECB, which stayed dovish; 2) the improvement in global economic data; and 3) the earnings season which surprised positively.

May 16, 2019

Poking the dragon and playing with fire

Even before Donald Trump became President of the United States, while on the campaign trail he vowed to the American people that he would ensure fairer trade practices with the rest of the world, but mostly China. Trump’s inauguration was in January 2017.

May 14, 2019

In guidance we trust

Despite a cautious approach and scepticism over current market valuations from many active investors, the indices continued to push, up in the case of most of the equity markets.

May 14, 2019

The hidden costs of sugar

As responsible investors, Candriam assesses the positioning of investee companies across several categories of factors, health and wellness among them.

May 2, 2019

Sell in May...?

The temptation to apply the old stock market adage is stronger than ever this year. The main equity markets have gained 12 - 20% since their lows in December 2018, which corresponds to relatively unrealistic annualised yields for 2019.

April 23, 2019

Cancer and ageing: reversing the irreversible?

Better diet, a better lifestyle and better medicine have all greatly increased length of life around the world.

April 23, 2019

Activity cycle in a “downturn” stage

The activity cycle now appears to have decidedly entered the “downturn” stage after some marked deceleration in the US, the euro zone and Canada (which has moved into the recession stage), as cracks appear in economic releases for several regions.