Candriam | Candriam.com

July 24, 2019

Discover Candriam's best articles in H1 2019!

We are all looking forward to summer to take some time out and a well-deserved break… The ideal time for some beach reading (under a parasol) or, if you’re still in the office, at your desk, taking advantage of the summer slowdown.

July 22, 2019

How Renewables and Fossils are Intertwined

The portfolio interaction between a company’s carbon footprint and investment in renewables can be complex.

July 17, 2019

Chasing CARs to treat cancer - The dawn of new therapies

Immunotherapy has recently revolutionised the way we treat cancer. Engaging the immune system to fight tumours has proven to be less toxic, more specific and more efficacious than traditional treatments such as chemo- or radiotherapy.

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

22 July 2019

WHAT'S NEXT?

Either conservative MPs Boris Johnson or Jeremy Hunt will be announced as the next Tory leader and prime minister, the odds are in favor of Boris Johnson and further tedious negotiations around the Brexit saga.
In terms of data, we expect the July flash PMIs from Japan, Europe and the US as well as the US advance Q2 GDP revisions.
The ECB will meet and is expected to adjust its forward guidance. A rate cut by 10bps is forecasted in September by economists. Inflation data came in higher than expected but growth is slow.
The Q2 2019 earnings will continue.

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July 18, 2019

Should we fear a market correction?

The question is a valid one, given that investors’ concerns appear to be persisting or even growing, along with the surge in year-to-date gains among financial markets.

July 16, 2019

Central banks pivot – and pilot?

The June 2019 G20 summit was the opportunity for world leaders to reiterate their commitment to a soft landing of key economies while taking into account the trade-war impact and increasing geopolitical risks.

July 16, 2019

Inflation appears to be deteriorating across most regions as many countries are entering the cooling phase of the cycle.

The business cycle remains firmly in a “downturn” phase, with every country in the G10 region now in either “downturn” or “recession” territory.

July 16, 2019

You'll never walk alone

Central banks are back in town. After May’s market sell-off, the gatekeepers of monetary policy reassured investors that they would stand by them.

July 16, 2019

Trade-talk improvement, with dovish central banks

European equities, driven by the combination of a supportive Fed and hopes of progress on trade at the G20, rallied in June.

July 11, 2019

Reducing carbon risk in institutional portfolios

Across the globe, more and more investors are finding it in their best interest to integrate climate risk within their investment considerations.

July 11, 2019

On the mental health of central bankers

Purists like to distinguish between correlation, co-integration and causality.

July 2, 2019

Mexico: economy highly dependent on the United States

The US president’s threat, a few weeks back, to impose, as of 10 June, a 5% customs tariff on all Mexican imports (increasing incrementally each month to 25% by 1 October), exposed Mexican vulnerability.