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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.

As freshwater dwindles and the urgency for action increases, innovation and responsible practices are key to meeting this growing challenge and unlocking opportunities in a water-stressed world.

The simplest and most abundant chemical element in the universe, hydrogen, discovered in 1766, has long been heralded as a key element in the energy transition.

The year 2023 was positive for bonds and equities, but marked by a high degree of performance dispersion and idiosyncratic risk.

On November 5, 2024, the American presidential election will be held. It will undoubtedly be the focus of market attention next year.

Healthcare sector, though not in as good shape as the pandemic's end, exhibits resilience with promising indicators, when the economy may start coughing.

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.

Real estate markets, and real estate investing, have felt ‘frozen’ for most of 2023.

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.

With the failure of a recession to materialise, 2023 has been a good year for equity indices.

“Compound interest is the eighth wonder of the world”, said Albert Einstein.

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

Unilever, a leader in household and personal care products, is also one of the world's top five manufacturers of packaged food products. 

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?

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.