Over to our experts

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, 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.

Weapons manufacturing is not sustainable. No excuses.

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.

Next Stop: Biodiversity

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.

Cancer: a public health imperative

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.

Cessation of tobacco use: a civic-minded investment!

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.

One small click, one major problem?

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: a revolution is underway

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.

How to invest in Chinese equities?

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.

Hydrogen power enabling a virtuous decarbonisation loop

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.

Pandemic: the game-changer

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.