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US elections : Hear it directly from the US

US elections
In the run up to the November 2024 US elections, our special correspondent in the US, Lauren Goodwin, Chief Market Strategist at our parent company New York Life Investments, shares her analysis on the campaigns and how US investors are navigating the environment. Every two weeks. Make sure to visit our US Chronicles !
  • US elections, Nadège Dufossé

    How should we position portfolios ahead of the US elections ?

    Numerous statistics are being published on the performance of financial markets in the run-up to the US elections. US presidential elections do not occur often enough to generate statistically significant data, but we generally observe an increase in volatility from the summer preceding the election date, with range-bound markets. After the election, the uncertainty usually subsides, and the promises of the future new president may generate an end-of-year rally.
  • ESG, SRI, Oncology

    Five Reasons to Invest in the Oncology Market Today

    The investment landscape is evolving against a backdrop of rising economic uncertainties and a cautious market environment, further complicated by geopolitical tensions and upcoming elections.
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Viewpoints

Explore our latest articles and comments. Updated regularly, this section offers diverse perspectives and insights. Easily filter by tags such as authors, themes, and formats to find what interests you. Dive in and discover our viewpoints.

US elections : Hear it directly from the US

US elections
In the run up to the November 2024 US elections, our special correspondent in the US, Lauren Goodwin, Chief Market Strategist at our parent company New York Life Investments, shares her analysis on the campaigns and how US investors are navigating the environment. Every two weeks. Make sure to visit our US Chronicles !
US elections, Nadège Dufossé

How should we position portfolios ahead of the US elections ?

Numerous statistics are being published on the performance of financial markets in the run-up to the US elections. US presidential elections do not occur often enough to generate statistically significant data, but we generally observe an increase in volatility from the summer preceding the election date, with range-bound markets. After the election, the uncertainty usually subsides, and the promises of the future new president may generate an end-of-year rally.
ESG, SRI

Demographic Dividends: Investing in the Future

Demographic shifts, from ageing populations to rising middle classes, present long-term, diversified investment opportunities, as these structural changes are reshaping the global economy.
Nicolas Forest, Asset Allocation

Will 2025 be the year of debt reduction? 

The steady rise in massive deficits and debt-to-GDP ratios has made public debt a staple of the financial press. However, in the wake of European elections and the opening of excessive deficit procedures, this topic - neglected by previous governments - is once again becoming a political issue. By 2025, there will be no getting around the issue of fiscal rebalancing in developed countries.
Charudatta Shende, Fixed Income

High Yield, High Risks?

Over the last 2 years Central Banks-driven rates hikes have deeply impacted the High Yield markets globally.
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Monthly Coffee Break

Updated each month, this section provides expert analysis and strategic insights. Stay informed with our latest market perspectives and allocations.

  • Monthly Coffee Break, Fixed Income

    Spotlight on the central banks

    Central banks were out in full force in September, with the Federal Reserve implementing a meaningful 0.5% rate cut, while the ECB continued its easing cycle with a cut of 0.25%.
  • Asset Allocation, Monthly Coffee Break

    Sweet spot

    All of a sudden, the US is in a sweet spot as growth accelerates, inflation falls, the Fed eases and both presidential candidates are ready to spend massively.
  • Monthly Coffee Break, Equities

    The Fed's action rekindled the bullish momentum in all risky assets

    Despite weak macroeconomic data (notably from Germany), European equities remained broadly flat in September, thanks to the announcement of the stimulus plan in China. However, Europe has faced the highest outflows since March 2022, to the benefit of emerging markets.

Explore

Find the latest research papers. Easily filter by tags such as authors, themes, and formats to access the information most relevant to you. Explore and enhance your understanding with Candriam's trusted research.

Research Paper, Adapt to thrive, ESG, SRI, Fixed Income, 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.
Research Paper, ESG, SRI, Sovereign Sustainability, Vincent Compiègne, Kroum Sourov, Water

Water is more than just a resource

Climate change may be the greatest threat to sustainability, but water vulnerability is potentially the most urgent, likely to play out in a shorter time frame.
Research Paper, Climate Action, ESG, SRI, Alix Chosson

Net Zero Progress Report

We promised you transparency. For a comprehensive discussion of our efforts and results, see our [annual] Net Zero Progress Report 2024. We frequently say that it is not just the carbon target, but the path to that target which affects the damage along the way. In this spirit, we share with you along the way our milestones for the four pillars of our Net Zero strategy.
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Need a fresh perspective? Discover our selection of the hot topics and background pieces of the moment. Trending investment themes, expert views, in-depth analyses. The periodic recap of the topics that matter to you.

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