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July 13, 2018

Is China vulnerable to a trade war?

Up to now, the authorities have kept a tight rein on their economy.

July 6, 2018

Tit-for-tat

Investor sentiment has been dragged down by “trade fatigue”, with the outlook for global GDP growth facing downside risks.

July 6, 2018

FIFA: the temptation of the East

The FIFA World Cup is not only one of the world’s largest sporting events, it is also one of the world’s largest marketing opportunities.

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

09 July 2018

WHAT’S NEXT?

The US are likely to open investigation on additional Chinese goods as a retaliation of retaliation, leaving ample time for negotiations
ECB President Draghi addresses the European Parliament's Committee on Economic and Monetary Affairs
The NATO Summit in Brussels will discuss the future of the world’s most powerful political-military alliance
US banks will kick off the Q2 earnings season

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

June 12, 2018

Benefiting from the “uberization” of the economy

October 10, 2017

SRI: Best-in-Class

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July 10, 2018

Japan, land of rising uncertainties…

What is Candriam expecting in terms of development in Japan?

June 28, 2018

Emerging Market Equities: weathering the storm

After trailing developed and, in particular, U.S. equities for several consecutive years, emerging markets equities have staged an impressive rally since 2016.

June 26, 2018

We are underweight in duration and negative on Italy

In recent weeks, US treasuries have rallied on the back of significant political risks and concerns over trade wars.

June 26, 2018

Global equities are supported by solid earnings growth, especially in the US

Despite the fact that growth is less synchronized than last year, it is self-sustained and not easy to derail.

June 26, 2018

We favour US and Emerging equities

The region is still one of robust economic expansion but uncertainties have arisen recently (new Italian coalition, potential trade conflict with the US, weaker activity indicators).

June 22, 2018

How green is the World Cup?

In recent years, increased efforts have gone into making mega sporting events more sustainable, but will the pitches be the greenest part of World Cup 2018 in Russia?

June 21, 2018

How to deal with inflation fears

After 5 years of “lowflation” complacency and a persistent hunt for inflation revival that drove central banks to unprecedented QE intervention, inflation fears are finally returning across developed and emerging markets.