Over to our experts

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.

The year 2024 ends with significant economic disparities between regions. Which asset classes should be favoured for 2025?

With Donald Trump returning to the White House, tensions between the U.S. and China could rise again. His administration is expected to reintroduce tariffs and trade restrictions as part of an "America First" agenda, putting pressure on China’s already struggling economy.

As Donald Trump returns to White House, his policies could send ripples through the global oil market. These new effects add to the broader geopolitical and economic factors already faced. The interplay across all of these elements could redefine the energy landscape.

The power and the profit potential of AI are mesmerizing, and the equity markets have certainly benefitted from the dream.

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Les précipitations extrêmes et les sécheresses étant de plus en plus fréquentes, près de la moitié de la population mondiale est aujourd'hui confrontée à une grave pénurie d'eau pendant au moins une partie de l'année, selon les Nations unies.

Public awareness has risen on the risks posed by PFAS on health and on the environment. Business-wise, companies are facing increasing regulatory and market risks. Investors however should also be open to the potential opportunities offered by the PFAS market.

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.

As December was bringing to an end another challenging year on financial markets, our CIO Nicolas Forest and Candriam investment experts observed the tradition and took some time to reflect on the past events and future potential opportunities.

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?

In our 2022 Engagement report, we offered a case study describing how we begin a topical campaign.

At Candriam, we are both more active and more demanding in our engagement activities, an attitude shared by several other investors, mostly European.