ESG
COP28: final countdown on climate ambitions
As the COP28 kicks off at the end of the month in Dubai, we are paying close attention to this highly anticipated event, albeit mixed expectations.
Latest insights
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ESG, OncologyAdvances in Healthcare and Oncology: A Pink October Perspective
In this month of pink October, we found important to take a look of the situation of breast cancer as well as advances and breakthroughs in research, and the financial environment for healthcare and oncology investment . -
Money Market, Fixed Income, Pierre BoyerMoney Matters Again
Remember money market strategies? They’re back! Once the latest rate hike is incorporated, money market strategies can offer yields above 4%! A record path and close to a record return in money market strategies since 2001. Money market strategies have regained their popularity as central banks have hiked rates in their fight against inflation.
113 results found
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Asset Allocation
Monthly Coffee Break, Asset Allocation
Tail risks fade, uncertainty remains
We acknowledge that several tail risks have receded over the past few weeks, bringing relief to financial markets.
Monthly Coffee Break, Asset Allocation
Rising uncertainty
Our asset allocation has turned more cautious as several risks have started to materialise.
Nadège Dufossé, Florence Pisani, Asset Allocation, Macro, Equities, Fixed Income, Outlook 2023
Candriam’s Outlook 2023
It's back-to-school time, and time for investment decisions... Will the US fall into recession?
Asset Allocation, Monthly Coffee Break
The landing has started
One and a half years after the US Federal Reserve bank began its tightening course, the US economy continues...
Research Paper, Asset Allocation, Olivier Clapt
Asset allocation: Agility tips
Ever wondered what to do with your portfolio allocation: leave it untouched through market ups and downs, or rebalance? When precisely? What’s the right balance? Our Quant research team has laid out the facts clearly for you in this study.
Asset Allocation, Monthly Coffee Break
How tight is too tight?
The markets appear to be having second thoughts on the “terminal rate” of several central banks in developed markets, as their restrictive job is likely not finished yet.
Nadège Dufossé, Thibaut Dorlet, Thibaud Marie-Regnault, Asset Allocation, Macro, Equities, Fixed Income, Outlook 2023
Candriam’s Mid-Year Outlook
As we reach the halfway point of the year, it seems that recession may be avoided on both sides of the Atlantic, but growth forecasts remain weak...
Asset Allocation, Monthly Coffee Break
Playing Defence
Financial markets have been resilient in H1 2023, reflecting a better growth/inflation mix than expected by consensus at the start of the year.