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Middle East Conflict

Asset Allocation, Geopolitics
Coordinated U.S. and Israeli strikes against Iran began on Saturday 28 February, while Iranian retaliation has spread across the region. Without any clearly stated intentions or objectives on the part of the United States of America, these events give rise to numerous hypotheses and uncertainties for the region in the coming months, as well as risks for investors.
  • Research Paper, Lucia Meloni, Emma Miguel Unzue, ESG, SRI

    Brand Values: Unravelling Luxury Goods Risks

    If brand value is image, reputation, and a track record of quality, the higher the price of the product, the more important that image is for pricing and profit. And the more susceptible to negative news which might affect that image.
  • Equities, AI, Felix Demaeght

    Software: Will AI trigger a SaaSpocalypse?

    Artificial Intelligence agents are moving beyond assistance and into execution. The emergence of AI agents such as Claude Cowork has intensified a debate among investors: could parts of the SaaS ecosystem risk structural disintermediation?
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Equities, AI, Felix Demaeght

Software: Will AI trigger a SaaSpocalypse?

Artificial Intelligence agents are moving beyond assistance and into execution. The emergence of AI agents such as Claude Cowork has intensified a debate among investors: could parts of the SaaS ecosystem risk structural disintermediation?
Monthly Coffee Break, Equities

Constructive start to the year

European equities have remained in positive territory since our last Equity Committee, benefiting from diversification outside the US and improved macro signals. GDP growth accelerated in the final quarter of 2025.
Research Paper, AI, Equities, Jean-Baptiste Sergeant, Johan Van der Biest, Ken Van Weyenberg

Disruptive technologies

The world of 2030 is already taking shape: AI assistants embedded in daily life, autonomous mobility, software-defined factories, digital twins, and smarter energy systems that optimise demand in real time.
Equities

Stabilisation phase

European equities have risen sharply since the last Equity Committee in December, with small caps outperforming large caps.
Research Paper, Equities, Geopolitics, Infrastructure, Johan Van der Biest, Ken Van Weyenberg

Geopolitical fragmentation, investing in a multipolar world

Geopolitical Fragmentation | Europe’s Investment Moment | Candriam Discover how Europe’s drive for strategic autonomy is reshaping global investing. Read Candriam’s latest research and explore our European Autonomy Fund.
Equities

Resilient third-quarter corporate earnings

Despite mixed Q3 earnings, European equities closed higher in October, reaching new all-time highs, as macro data showed signs of improvement. In the Eurozone, Q3 GDP surprised to the upside at 0.2% QoQ (vs 0.1% expected and prior) but reflected large discrepancies across countries: Germany and Italy lagged, while France and Spain posted stronger-than-expected growth.
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