September 12, 2018

CANDRIAM divests from coal and tobacco

CANDRIAM announces that it will extend the scope of controversial activities exclusion for all its assets to thermal coal, tobacco and chemical, biological and white phosphorus weapons.

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August 29, 2018

Taking profit on outperforming US assets

In early June, Candriam became overweight US equities. Since then, global stock markets have registered a significant performance divergence between US equities and the rest of the world, culminating in an all-time high in US equities.

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July 17, 2018

Candriam Scores A+ in Principles for Responsible Investment for Fourth Straight Year

For the fourth consecutive year, Candriam has been awarded a score of A+, the top score available, by  Principles for Responsible Investment (PRI).

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COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

24 September 2018

WHAT’S NEXT?

  • Focus will be on the Fed’s statement accompanying its expected 25bp hike: Will the assessment drop the term ”accommodative”, signalling a more dovish stance looking forward?
  • Germany will publish its monthly IFO business climate figures, a bellwether for the European economy, in particular after the sharp rise in August.
  • The European political agenda is fully packed: Italy will release its Economic and Financial Document Update and Turkish President Erdogan will be on State visit in Germany. 
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Discover Candriam's Houseview for this week

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SRI and Emerging markets: "A winning combination"

September 4, 2018

Biotechnology, “a sector interesting on a long-term horizon”

August 23, 2018

SRI: Best-in-Class

March 1, 2016
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September 11, 2018

Goods vs services

Donal Trump has proven to be a different type of president. His policies, which have no real precedent in recent US history other than his highly direct communication methods, can be resumed as follows: 1) policies based on economic patriotism and 2) stimulus policies despite an overheating economy.

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September 4, 2018

SRI and Emerging markets: "A winning combination"

The SRI approach evaluates companies' practices and compliance with sustainable standards. 

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August 30, 2018

We are positive on EMU, US and Emerging markets equities

If global growth has resumed its synchronisation, it is at a lower point for the euro Zone than expected. 

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August 30, 2018

Global equities are supported by solid earnings growth and valuations are attractive

We maintain a positive grade on equities with preference for EMU, US and Emerging markets.

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August 30, 2018

We are negative on government bonds and prefer emerging debt

We expect interest rates to gradually increase with a 12-month target of 0.90% for the German 10-year yield. 

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August 23, 2018

Biotechnology, “a sector interesting on a long-term horizon”

Biotech companies are particularly interesting for investors, as they are a fertile ground for constant innovation and scientific progress.

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August 20, 2018

The calm after the storm

This month of July has been very calm after June was disrupted by the trade war. 

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July 24, 2018

Without any further escalation of the on-going trade conflict, equities should perform well, especially in the US and emerging markets

Global economic growth is still well-oriented. However, we notice more dispersion between regions and countries.

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July 24, 2018

We favour EMU small caps, and US and Emerging equities

Although the region is still showing solid fundamentals, there remain uncertainties.

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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 Europe Equity Management

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Isabelle Cabie

Global Head of Responsible Development

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Jan Boudewijns

Head of Emerging Equity Management

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Koen Popleu

Deputy Head of Fundamental Equity Management

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Koen Van de Maele

Global Head of Investment Solutions

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Nadège Dufossé

Head of Asset Allocation

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Nicolas Forest

Global Head of Fixed Income Management

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Patrick Zeenni

Deputy Head of High Yield & Credit Arbitrage management

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Philippe Noyard

Head of High Yield & Credit Arbitrage management

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Rudi Van den Eynde

Head of Thematic Global Equity

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