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  • Equities, Ken Van Weyenberg

    Reshoring: A Catalyst for Smart Manufacturing

    Global manufacturers are navigating a highly challenging environment marked by tariffs, trade conflicts and new alliances, supply chain disruptions, and rising geopolitical tensions.
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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, 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. While investor sentiment has returned to more positive territory, risks to economic growth and the geopolitical environment persist. Pivoting on interest rates, equity themes... which asset classes should be emphasised?
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.

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