Over to our experts

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.

And we would rather not have to go through this – which would mean we won the battle and cancer is curable.

We are excited to share that our CEO, Naïm Abou-Jaoudé, has been named CEO of New York Life Investment Management (NYLIM). Vincent Hamelink, CIO, will succeed him as CEO of Candriam. Renato Guerriero, current Chief Sales and Distribution Officer, has also been appointed as Deputy CEO in charge of Global Development and Distribution. All effective May 1, 2023.

Net Zero is a make-or-break moment for the global economy and investors can help emerging markets take full part in the energy transition.

The late, great Stephen Sondheim was, perhaps, the greatest figure in 20th century musical theatre. He once said the ‘art is, in itself, an attempt to make order out of chaos’. The greatest operatic composers lived in dramatic times. Puccini composed during the Italian wars of reunification.

Schubert began his Eighth symphony in 1822. His Unfinished Symphony is also known as the first Romantic symphony, heralding a new musical type. Used in present-day movies, it is still fresh 200 years later. Engagement is the ongoing manifestation of sustainable investing. May it continue as long.

The impacts of the pandemic and the war in Ukraine have interrupted the positive performance trajectory of a diversified allocation, penalising both equity and bond markets. While markets are likely to remain highly dependent, in the short term, on changes in economic data (inflation and growth), we believe that investors can once again rely on attractive yields for a longer investment horizon with greater peace of mind.

In the past, small caps have tended to rebound strongly after inflation peaks. Small caps’ intrinsic qualities – agility, strong pricing power –, supplemented by careful selection by an experienced team, may allow them to stand out from the crowd once again in the near future.

When investors thought at the end of 2021 that the shock of the Covid-19 pandemic could be left behind, few expected the outbreak of war in Europe just weeks later.

With the advent of ESG investment, investors have been excluding the defence sector from their strategies for many years now. The war in Ukraine has reignited the debate about sustainability and investments in the defence sector. Do we need to challenge the practice of exclusion? Here is the frank and very clear opinion of our partner, Candriam.

Biodiversity loss has become a top concern. Facts are alarming: the variety of species of animals and plants is collapsing, ultimately endangering the survival of human beings.

With sustainability a core topic for the investment community, the impact of Voting and Engagement is ever more apparent.

Scientific and technological advances now mean that curing some types of cancer is no longer a pipe dream. In addition to better disease control, interdisciplinarity will be one of the main components of this transformation. As with other areas of medicine, funding will be a key driver for change.

Tobacco is considered as the leading risk factor of many chronic diseases. It is, for example, the cause of one-third of all cancers. Without radical treatment, the best way to reduce the highly avoidable associated mortality is to quit smoking.

How can the environmental cost of the e-commerce boom be fairly assessed? Nowadays, as every industry and trade sector claims transparency over its environmental impact, and to be working on mitigating it, it would seem particularly timely to examine the issue from the specific viewpoint of its impact on climate change.

Artificial intelligence (AI) is about to revolutionise the diagnosis, surveillance and treatment of several diseases. Driven by technological development and research progress, growth in the AI market will surge over the next decade. An explanation.

As the European Union (EU) gets tougher on recycling, investors can look forward to new opportunities in the push on making circular economy happen.

Today, international investors can access the Chinese equity market, which is one of the largest and most dynamic in the world, via China A-Share class equities. Investors should be aware however that although this market has many advantages, it is best suited to active qualified investors.

We expect that the roll-out of vaccines, combined with political support, will accelerate growth beyond the automatic catch-up following the recovery from the “Great Lockdown”.

Hydrogen is already attracting large inflows of “smart money” from sophisticated investors as recent technological advances are making hydrogen a potential catalyst for closing the loop of renewable energy generation. A very important part in achieving the goals of the Paris Agreement will play carbonneutral sources of energy, including new types of fuel and technology for road transport and aviation.

After a year of twists and turns, 2020 is ending in the same funny old way it started. In early November, in the space of barely a few days, two major events – Joe Biden’s victory in the US presidential campaign and the discovery of anti-Covid vaccines (with, going by the clinical trials, a very high efficacy rate) – are bringing new perspectives to our world and our economy.

Rarely has American society been split to this extent. Two radically different campaigns pitting supporters of sitting Republican president Donald Trump against those of Democrat challenger Joe Biden. Such a sharp division is making it particularly difficult to predict market movements, especially amidst the current health crisis.