Latest insights

Ahead of the Curve - An Investment Playbook for 2025

Outlook 2025
Throughout the month of December, we invite you to join us in analysing the main issues and perspectives on ten key questions that will impact investing in 2025: European and transatlantic monetary policies, the breakdown of the German economic model, the slowdown in European real estate, artificial intelligence, the banking sector... there will be no lack of challenges and opportunities, it's up to us to seize them together!
  • Charudatta Shende, Nicolas Jullien, Fixed Income, US elections

    Ballots to Bonds

    Following the US election, what will the bond landscape look like around the world in the near term and the medium term? President-elect Trump should be able to implement much of his political agenda over the next few years. We think four themes stand out: Tariffs, Regulations, Tax Cuts, and Immigration. What we don’t yet know is the timing and the magnitude of these elements.
6 results found
  • Johan Van der Biest
Show me
  • Topic
  • Theme
  • Publication
  • Author
Show me
  • Topic
  • Theme
  • Publication
from
  • Author
6 results found
  • Johan Van der Biest
Q&A, Future Mobility, Johan Van der Biest, Allan Foll

Cleaner, safer, smarter

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.
Q&A, Johan Van der Biest

Sci-fi becomes a reality

Johan Van Der Biest, Senior Fund Manager, and Felix Demaeght, CFA, Co-Fund Manager, explain the metaverse and how they identify companies associated with it.
Johan Van der Biest, Equities, Research Paper

Planet Metaverse: Searching for a place to land?

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.

Not your average thematic strategy

Thematic strategies are rapidly growing in popularity, but sometimes they can expose investors to some highly unwelcome swings in return. Rudi Van Den Eynde, Candriam’s Head of Thematic Global Equity, explains how Candriam’s demography strategy capitalises on some of the major trends shaping the world while at the time limiting volatility.
Q&A, Johan Van der Biest, Equities

Robotics: No longer Sci-Fi

Johan Van Der Biest, Co-Head of Thematic Global Equity, Felix Demaeght, CFA, Co-Portfolio Manager, and Nathaniel Wejchert, Portfolio Manager, explain how thematic investment skills combined with solid financial analysis can identify cutting-edge technologies at reasonable prices.

Find it fast

Get information faster with a single click

Get insights straight to your inbox