As we reach the halfway point in the year, global growth forecasts continue to be revised downwards and headwinds remain significant…

The rise of inflation has brought up once again the question of costs and benefits relating to addressing climate change

We are at a tipping point not only in terms of credibility but also reversibility of the impact we made on our planet, its climate and its atmosphere

Bondholders are the suppliers of new capital for investment and growth. Shareholders can vote, but the supply of retained earnings or new equity issuances is small in comparison with debt funding. Investors must behave Responsibly in their capital allocation. And we, at Candriam, have the Conviction that including Climate in the decision improves risk-adjusted returns. 

Humans are not the apex predator, although we act that way. Nature may fight back and demonstrate how weak we really are. Our Sovereign Sustainability model,  designed for investment analysis, also offers holistic insights as well as numerical. Perhaps both our investments, and our future, come down to something quite simple --  Don't fight Mother Nature.

Emerging nations face a dilemma. On the one hand, they have a strong understanding of the need to protect the climate for future generations. Yet the imperatives of today are to improve their societies and living standards, which requires increased energy and electricity at affordable cost.

It’s clear that private real estate has been in focus with allocators for some time.  For much of the last five years, institutional investors have been keen to build private markets allocations to augment performance.  Real estate has been a major part of that shift.

Index investing continues its “unstoppable” rise and is expected to overtake active investing by 2026 at the latest, according to Bloomberg. This trend can be utilised by some equity market neutral strategies to generate returns uncorrelated either to bonds or equities.

By all means, forecast the number of M&A deals if you want to forecast bankers' bonuses, Wall Street profits, or new debt issuance. As for Risk Arbitrage, we have more interesting things to think about for 2022.

JPMorgan’s CEO, Jamie Dimon, had to issue a long public apology for his "joke" during a recent trip to Hong Kong.

Benjamin Chekroun, Stewardship Analyst at Candriam, discusses how bondholders are making progress, particularly through collaborative engagement efforts

Debtholders are the major source of financing for new projects and growth

Direct Investing might be the ultimate investor/investee engagement

'Impact' is an important word to define in investing – and a difficult concept to measure, report, and compare

The United Nations conference in Glasgow, COP26, ended for many with a feeling of too little

Central bank support during the COVID-19 pandemic has been good for investors

Each year, we use 1.6 times the resources our planet is able to regenerate. This means that the circular economy is becoming ever more important every day, for companies, supervisors, investors and consumers.

There aren’t many well-established businesses that don’t regard digital transformation as one of their top priorities

Oncology has seen some remarkable advances over the past few decades

Many investors are wondering about inflation. Will the new year be characterised by the continuing rise in prices? How can inflation be taken into account in a diversified portfolio? Response in images with Nadège Dufossé, Global Head of Multi-Asset.

One year after the discovery of anti-Covid vaccines, financial markets have already left the pandemic behind. The economy has not.

Find all our experts' convictions in a summary of Candriam's 2022 Perspectives.