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Latest insights
11 results found
Outlook 2024
2024 Revealed : Ten convictions for a blinding future
As December was bringing to an end another challenging year on financial markets, our CIO Nicolas Forest and Candriam investment experts observed the tradition and took some time to reflect on the past events and future potential opportunities.
Outlook 2024, Nicolas Forest, Florence Pisani, Emile Gagna, Nadège Dufossé
United States: What can we expect in the election year?
On November 5, 2024, the American presidential election will be held. It will undoubtedly be the focus of market attention next year.
Outlook 2024, Rudi Van Den Eynde, Antoine Hamoir
Will the healthcare sector play an expected defensive role next year?
Healthcare sector, though not in as good shape as the pandemic's end, exhibits resilience with promising indicators, when the economy may start coughing.
Outlook 2024, Paulo Salazar, Vivek Dhawan, Kroum Sourov, Alfred Sandeman
In the emerging markets galaxy, meet the new rising stars
In an ever-evolving landscape marked by geopolitical tensions, the fore fronting of climate change, and a global economic reorientation, a discernible megatrend is unfolding.
Outlook 2024, Lucie Hamadache, René Clérix
Real Estate – a Spring Thaw?
Real estate markets, and real estate investing, have felt ‘frozen’ for most of 2023.
Outlook 2024, Alix Chosson, Nicolas Rutsaert, Marouane Bouchriha, Nicolas Cleris
Energy Transition Turbulence: Structural or Cyclical?
Rising rates, changing regulations, whipsawing and rapidly-reversing input costs – Investments in clean energies have both never been as high and never been as challenged as in 2023.
Outlook 2024, Emile Gagna, Sylvain De Bus
Should we be concerned about the sustainability of public debt in the Eurozone?
Faced with a succession of shocks (pandemics and soaring energy prices), governments have allowed their deficits to grow in order to limit the economic and social consequences of the shocks.
Outlook 2024, Thibaut Dorlet
Can equities fall, even without a hard landing?
With the failure of a recession to materialise, 2023 has been a good year for equity indices.