Latest insights

Will the central banks of developed countries succeed in their bid to bring inflation back to their 2% target by the end of 2024... without triggering a recession? Can China still avoid deflation? After a few months of calm, aren't rising oil and agricultural prices likely to further complicate the task of central banks?

At Candriam, we are both more active and more demanding in our engagement activities, an attitude shared by several other investors, mostly European.

The Russian invasion of Ukraine has been yet another wake-up call for our need for energy independence. While Europe's reliance on Russian gas was evident, Russia is also one of the largest oil producers, exporting half of its production to Europe before February 2022.

Publicly-traded companises have begun to incorporate ESG performance metrics into their executives’ compensation packages as part of efforts to increase transparency on their accountability vis-à-vis shareholders.

The Metaverse. The substitution of reality with the imagined – transporting the participant literally into a whole new world – will become possible for all kinds of products and services.

Investors who fail to consider biodiversity in their portfolios increase the global problem, in turn reducing the growth potential and increasing the risk to their own investments. These two connected systems chase each other in a downward spiral.

It’s good to have principles. But in order to progress, it is important to put them into practice in a coherent way, on a daily basis, in all our actions.

Today’s global economy is a ‘take-make-use-waste’, or linear, system. In just the first seven months of the year, our economy uses as much of our global natural resources as can be replenished in a full year.