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July 19, 2018

Growth under surveillance

The global economy is healthy, with provisional growth forecasts of 4%.

July 20, 2018

France wins the 2018 World Cup

The 2018 football World Cup has ended with a victory for France. Without a doubt, it has been an emotional rollercoaster for all fans.

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).

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

13 August 2018

WHAT’S NEXT?

Containing the contagion from Turkey and Russia will be key for emerging markets investors.
China will publish its latest July activity data while authorities have already started to respond to the current slowdown and trade uncertainties with an easing policy mix.
“Brexit” negotiations will resume in Brussels.
The earnings season is reaching its final stage.

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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.

July 24, 2018

We favour EMU small caps, and US and Emerging equities

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

July 24, 2018

We maintain an underweight in duration and are negative on Italy

Improving activity and better inflation data continue to emanate from the Eurozone, reinforcing our conviction to hold an underweight duration to core EU rates, where valuations are stretched and the asset class is still quite expensive.