Strategic autonomy: Europe’s investment moment
Discover how Europe’s quest for autonomy is creating new long-term opportunities across infrastructure, energy, and technology.
Geopolitical fragmentation, investing in a multipolar world
Geopolitics is now a market force
As the world fragments, Europe is mobilising — channelling substantial investment programmes into AI chips, clean energy, research and defence to reduce dependencies and strengthen competitiveness.
This shift is not short-term. It marks a structural transformation where resilience, independence, and sustainability are becoming the new drivers of growth.
From policy to portfolios
Within this new environment, capital is being redirected toward the infrastructure, energy, defence, and critical materials that underpin economic and political resilience.
Our paper Geopolitical Fragmentation: Investing in a Multipolar World distils what this means for asset allocators:
- which supply chains are being rebuilt,
- where capital expenditure is set to compound,
- and how to position across infrastructure, energy, defence and critical materials.
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Research Paper, Equities, Geopolitics, Infrastructure, Johan Van der Biest, Ken Van Weyenberg
Geopolitical fragmentation, investing in a multipolar world
Discover how Europe’s quest for autonomy is creating new long-term opportunities across infrastructure, energy, and technology. -
Equities, Alix Chosson, Sandrine Coujan, Outlook 2026, GeopoliticsThe age of electricity
What role will AI play in the electricity revolution? -
EquitiesFrom policy to investing: how Candriam is answering Europe's push for independence
Europe’s strategic autonomy is no longer a theory; it’s a trending headline, a policy priority, and an investment theme. But how should investors position themselves for this shift? -
Equities, Ken Van WeyenbergReshoring: 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. -
Servaas Michielssens, Linden Thomson, Equities25 Years of Innovation in Biotechnology: a Strategy Always at the Cutting Edge
In 2000, Candriam took an audacious gamble : to invest in biotechnology, a field that was still little-followed by analysts at the time. -
Economic Policy, Geopolitics, Equities, Macro, Geoffroy Goenen, Jean-Baptiste SergeantLet’s not neglect European equities!
Since the US presidential elections, US equities have been on an uptrend driven by a certain optimism, as the expectation of tax cuts and deregulation have fuelled the hope of accelerated corporate earnings growth. -
Climate Action, ESG, SRI, Equities, US elections2024 US Elections and Climate Policy Impact
The impact of the 2024 elections on the decarbonization theme is of paramount importance, considering that the year marks a significant electoral period globally with 64 countries and the European Union - representing nearly half of the global population - heading to the polls. -
Outlook 2023, Equities, Macro, Fixed Income, Nadège Dufossé, Florence PisaniWinter is approaching...
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?