Candriam | Candriam

Not yet a member?

Sign up

Not yet a member?

Registered users have the ability to access exclusive content and features for logged in users only. Join our community in one click.

Registration

First name Please enter your first name Last name Please enter your last name

Email address Please enter Email address

Country

Austria
Belgium
Canada
Denmark
Finland
France
Germany
Ireland
Italy
Japan
Luxembourg
Netherlands
Norway
Portugal
Rest of the World
Singapore
Slovakia
South Korea
Spain
Sweden
Switzerland
United Kingdom
USA

Language

Profile Please enter your profile

Terms and conditions

Please check this box if you want to proceed

You already have an account? Login

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Thank you for creating an account

An email has been sent to your email address.
To activate your account, please click the link in the email.

Forgot your password?

An email has been sent to reset your password.

You are browsing from Switzerland! Would you like to change your location?

Nicolas Forest, Outlook

Watching the growing forest rather than the falling trees

At the beginning of every January, the world eagerly awaits the Global Risks Report from the World Economic Forum for its annual overview of risks as seen by 1,500 experts from around the world.

2022

Corporate Social Responsibility Report

Weekly Views

What's next

Latest Insights

Research Paper, ESG, SRI, Dany da Fonseca, Vincent Compiègne, Patrick Zeenni

Beyond the Green Bond?

Based on our long-standing views of the financial benefits of sustainability, we integrate some level of ESG (Environmental, Social, and Governance) factor analysis across all our investment processes, and particularly for our sustainable investment strategies.
Asset Allocation, Nadège Dufossé

Is summer volatility inevitable?

The MSCI World (developed countries index) hit an all-time high in mid-July, following an almost uninterrupted 33% rise since its low point at the end of October 2023. Only a correction of around 5% in April 2024 enabled some reactive investors to jump on the bandwagon if they hadn't done so since the last quarter of last year.
Research Paper, Fixed Income, Pierre Boyer

The ECB: From Crisis Fighter to Liquidity Maestro?

The European Central Bank (ECB) has undergone a significant transformation, evolving from a passive observer to a proactive guardian of financial stability in the eurozone. As the ECB normalises its monetary policy after a period of unconventional measures, a key challenge has emerged: managing excess liquidity. This paper explores the ECB's evolving role in addressing this challenge.
Equities, Emerging Markets

Unveiling the Next Growth Giants in Emerging Markets Excluding China

With young populations, technological innovation and a focus on sustainability, emerging markets excluding China may offer a lower-risk alternative and better diversification for those investors seeking growth.
Research Paper, Louis De Langalerie, Diquel Dos Santos, ESG, SRI, Fixed Income

The Fair Value Enigma: Deciphering Fixed Income in Today's Economy

In an ever-evolving financial landscape dominated by data-driven decision-making and economic uncertainty, understanding the nuances of fixed income investing is paramount.
Fabrice Sauzeau, Gert De Maeyer, Climate Action, ESG, SRI, Credit, Equities, Research Paper

From Carbon to Strategy: Why Integrate Climate into Your Investments?

While investors are encouraged to consider climate change in their portfolios, to meet regulatory requirements and mitigate climate-related risks, a number of questions remain.
Equities, Geoffroy Goenen, Jean-Baptiste Sergeant

European small caps: rebound at last in sight!

After a correction of 25% between November 2021 and October 2023, European small caps are now trading at lower valuations than large caps, both in terms of discounted cash flows and earnings multiples, which is a historical anomaly.

Insights

Log In

Sign up

Not yet a member?

Registration

Thank you for creating an account

Forgot your password?

Forgot your password?

Investing for tomorrow

145bn€

25

Watching the growing forest rather than the falling trees

Latest Insights

Beyond the Green Bond?

Is summer volatility inevitable?

The ECB: From Crisis Fighter to Liquidity Maestro?

Unveiling the Next Growth Giants in Emerging Markets Excluding China

The Fair Value Enigma: Deciphering Fixed Income in Today's Economy

From Carbon to Strategy: Why Integrate Climate into Your Investments?

European small caps: rebound at last in sight!

Expertise

Thematic

Find it fast

Get insights straight to your inbox