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?
Alix Chosson, Florence Pisani, Outlook 2023
Governments and central banks: Le "Mariage forcé" for energy transition?
In Europe, the COVID-19 pandemic and the energy crisis have both weighed heavily on national Budgets. As the issue of energy transition becomes more pressing, can - and should - the European Central Bank (ECB) support governments?
Asset Allocation, Video, Anton Brender, Florence Pisani, Nadège Dufossé
Economic and financial outlook
As recently as the beginning of February, a total invasion still seemed unlikely. Since then, we have chosen to position for a potentially binary outcome, and have increased exposure to gold, the USD, the YEN, and the CHF, as well as to some commodities such as oil, while cutting our exposure to financials, reducing our equity exposure, and adding protection.
Asset Allocation, Nadège Dufossé, Florence Pisani, Stefan Keller, Thibaud Marie-Regnault
Russia-Ukraine conflict: geopolitical minefield for markets
Following weeks of rising tensions between Russia and Ukraine, Russia’s President Vladimir Putin has recognised the independence of two Moscow-backed regions in the Donbas region in eastern Ukraine.
Asset Allocation, Anton Brender, Emile Gagna, Florence Pisani, Macro
The Macroeconomics of Debt: Europe’s Blind Spot
With the pandemic, public debt has soared around the world. In the United States, as in Europe, ambitious investment plans will nevertheless be implemented… which will further increase public debt.