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?
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...
How should this impact the various asset classes?
How do you position your portfolio in these conditions?
The Asset Allocation team sheds light on a still highly uncertain environment.
Nadège Dufossé, Outlook 2023
The next measure? Allegro moderato!
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.
Asset Allocation, Macro, Nadège Dufossé, Thibaud Marie-Regnault, Video, Outlook 2022
Overloaded by the sheer number of forecasts at the moment?
Despite this wealth of information – or perhaps because of too much information? – maybe you are still uncertain. We can help you organize and develop your views, in a 20-minute video. Our economists and strategists will try to clarify the economic and financial risks.
Asset Allocation, Nadège Dufossé, Outlook 2022
Prepare for landing
As we reach the halfway point in the year, global growth forecasts continue to be revised downwards and headwinds remain significant…