Over to our experts

Outlook 2024, Nadège Dufossé, Article

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, Nicolas Forest, Florence Pisani, Emile Gagna, Nadège Dufossé, Article

United States: What can we expect in the election year?

On November 5, 2024, the American presidential election will be held. It will undoubtedly be the focus of market attention next year.
Outlook 2024, Paulo Salazar, Vivek Dhawan, Kroum Sourov, Alfred Sandeman, Article

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, Article

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, Article

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.
Outlook 2024, Nicolas Forest, Article

Chronicle of a recession foretold

Once again this year, the financial markets reveal a shifting horizon, strewn with challenges and offering investors a captivating odyssey. 
Sophie Deleuze, ESG, SRI, Article

An exemplary commitment

Unilever, a leader in household and personal care products, is also one of the world's top five manufacturers of packaged food products. 
Article, Outlook 2023, Equities, Macro, Fixed Income, Nadège Dufossé, Florence Pisani

Winter 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?
Johan Van Der Biest, Equities, Research Paper, Article

Planet Metaverse: Searching for a place to land?

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.
ESG, SRI, Marie Niemczyk, Alix Chosson, Article

Is Biodiversity an investment issue?

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.
Article, Circular Economy

How to invest in circular companies?

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.
Oncology, Rudi Van Den Eynde, Malgorzata Kluba, Article

February 4th is World Cancer Day. Again.

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

New York Life Names Naïm Abou-Jaoudé as CEO of New York Life Investment Management

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.

Real estate is like opera

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.

Engagement: The "Unfinished Symphony" as beautiful as Schubert’s

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 next measure? Allegro moderato!

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.

A better starting point for investors

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.

Capital Goods companies: enablers of a low-carbon economy

These companies are the next new thing in our Climate fight. As developers and providers of a wide range of components and automation products, capital goods companies develop the often un-seen products to reduce energy use and other sources of Greenhouse Gas emissions (GHGs).