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Is China ready for another Trump fight?

Outlook 2025, Christopher Mey, Paulo Salazar
With Donald Trump returning to the White House, tensions between the U.S. and China could rise again. His administration is expected to reintroduce tariffs and trade restrictions as part of an "America First" agenda, putting pressure on China’s already struggling economy.
  • Outlook 2025, Thibaut Dorlet, Nicolas Rutsaert, Nicolas Cleris

    Try a Cup of Texas Tea: Oil as a Diversifier

    As Donald Trump returns to White House, his policies could send ripples through the global oil market. These new effects add to the broader geopolitical and economic factors already faced. The interplay across all of these elements could redefine the energy landscape.
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Outlook 2024

2024 Revealed : Ten convictions for a blinding future

As December was bringing to an end another challenging year on financial markets, our CIO Nicolas Forest and Candriam investment experts observed the tradition and took some time to reflect on the past events and future potential opportunities.
Outlook 2024, Nadège Dufossé

What diversified portfolio for 2024?

The year 2023 was positive for bonds and equities, but marked by a high degree of performance dispersion and idiosyncratic risk.
Outlook 2024, Paulo Salazar, Vivek Dhawan, Kroum Sourov, Alfred Sandeman

In the emerging markets galaxy, meet the new rising stars

In an ever-evolving landscape marked by geopolitical tensions, the fore fronting of climate change, and a global economic reorientation, a discernible megatrend is unfolding. Growth is gradually shifting to developing countries outside of China, a shift intensified by demographic advantages and a changing global economic structure.
Outlook 2024, Lucie Hamadache, René Clérix

Real Estate – a Spring Thaw?

Real estate markets, and real estate investing, have felt ‘frozen’ for most of 2023.
Outlook 2024, Alix Chosson, Nicolas Rutsaert, Nicolas Cleris

Energy Transition Turbulence: Structural or Cyclical?

Rising rates, changing regulations, whipsawing and rapidly-reversing input costs – Investments in clean energies have both never been as high and never been as challenged as in 2023.