Candriam | Candriam.com

January 10, 2019

2019 Outlook - Which way will the wind blow ?

For a few years now, international institutions, the IMF in particular, have been asking that the economic model focus more on sustainable and inclusive growth.

December 7, 2018

How can we turn climate change into opportunities?

Climate change represents a very urgent and potentially irreversible threat to human societies and our planet, but also, on a short-term scale, to our global economy.

December 10, 2018

The European project: Facing a stalemate?

The European project is currently weakened by the rise of Euro-sceptic parties and by failing economic growth.

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

21 January 2019

WHAT'S NEXT?

A revised “Brexit” deal must be presented to the UK Parliament’s members.
The annual World Economic Forum in Davos will gather the world’s top brass (Germany's Merkel, Japan's Abe, Brazil's Bolsonaro, Italy's Conte or South Africa's Ramaphosa) but neither Theresa May nor Donald Trump or Emmanuel Macron will attend.
PMI flash readings will be published for the euro zone and the US. They are expected to confirm that the current expansion is slowing but still continuing.
The ECB will hold its first post-QE press conference. It remains to be seen if it adopts a more dovish forward guidance and also emphasises on patience and flexibility.

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December 17, 2018

Montreal Carbon Pledge – Candriam discloses its carbon footprint

As a signatory to the Montreal Carbon Pledge Initiative, Candriam discloses the carbon footprint of all its SRI funds.

December 12, 2018

Climate action: the long and winding road?

Sometimes current events run into each other, overlap, with one’s shadow overcasting the other.

December 3, 2018

2019 Big Shifts Ahead Our Convictions, Your resolutions

Candriam’s countdown to 2019

November 27, 2018

Equity valuation : growth premium vs systemic risk

No matter how much is said about financial asset valuation, the topic is still shrouded in mystery. Nothing surprising about that: there are no rules or stable models, as an asset’s price, as always, is decided by the seller and the purchaser. It’s purely subjective; even so, man just cannot help doing the math to find pseudo-rules and reasons for pricing on financial markets.

November 23, 2018

Why "Bricks and Clicks" is the winning sustainable retailing model

Retailers are getting ready for one of the busiest shopping days of the year, Black Friday and Cyber Monday.

November 20, 2018

Growth stocks lead the market sell-off

European equities dropped in October, with quality/growth stocks, as a whole, underperforming, while Defensive sectors took advantage of the global risk-off mode to outperform – it was mainly the political turmoil over the Italian budget that weighed on investor sentiment.

November 19, 2018

Gradual interest rate rise in both the US and EMU

The activity cycle remained stable, following a sharp expansion phase in G4 countries, while momentum continues to stall.

November 16, 2018

India: After the shock of demonetisation, growth is firing on all cylinders

Following the slowdown triggered by the abrupt implementation of demonetisation measures and a new Goods and Services Tax (GST), steady growth has returned, exceeding 8% year-on-year in Q2 2018.