Latest insights

AI is reshaping industries at record speed, but is this boom a bubble – or the start of a lasting transformation?

Geopolitical Fragmentation | Europe’s Investment Moment | Candriam Discover how Europe’s drive for strategic autonomy is reshaping global investing. Read Candriam’s latest research and explore our European Autonomy Fund.

AI is accelerating scientific research, infrastructure development, communications and finance, as well as contributing to the fight against climate change

If investors are expected to be early in detecting future trends, then our community certainly thinks AI is the future. Will the surprises continue? To help train ChatGPT’s response, we analyse the tangible revenue that has emerged so far, and consider the ‘sweet spot’, the ‘runners-up’ and the ‘too early’.

More and more investors are turning to thematic strategies to increase their overall diversification. Johan Van Der Biest, Co-Head of Thematic Global Equity, and Allan Foll, Fund Manager, explain that thematic investment skills combined with solid financial analysis is a prerequisite for identifying high-tech companies with strong growth potential at reasonable prices.

Johan Van Der Biest, Felix Demaeght and Nathaniel Wejchert explain the metaverse and how they identify companies associated with it.

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.

In the United States Antonín Dvořák composed the New World Symphony in 1893 and Neil Armstrong took it on a cassette to the moon. Rudi Van den Eynde takes it global, presenting us a New World of long-term trends.