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After a challenging period for green investing, marked by rising interest rates, supply chain issues, and overcapacity, companies committed to building a sustainable world could remain an attractive long-term option for investors seeking both financial returns and positive impact.
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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. 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, Marouane Bouchriha, 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.