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?
Latest insights
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Sophie Deleuze, Corporate, ESG, ArticleEngagement report 2022: Where do we go from here?
At Candriam, we are both more active and more demanding in our engagement activities, an attitude shared by several other investors, mostly European. -
Absolute ReturnEquity Market Neutral Update
A relatively buoyant environment for Equity Market Neutral strategies.
21 results found
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Macro
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?
Nadège Dufossé, Thibaut Dorlet, Thibaud Marie-Regnault, Asset Allocation, Macro, Equities, Fixed Income, Outlook 2023
Candriam’s Mid-Year Outlook
As we reach the halfway point of the year, it seems that recession may be avoided on both sides of the Atlantic, but growth forecasts remain weak...
Nicolas Forest, Equities, Fixed Income, Macro, Asset Allocation
Which way will Turkey turn?
With the upcoming 2023 Turkish presidential election, scheduled to take place on 14 May, we are sharing our views and sentiments on the possible outcomes and their consequences.
Asset Allocation, Macro, Nadège Dufossé, Thibaud Marie-Regnault, Video, Outlook 2022
Overloaded by the sheer number of forecasts at the moment?
Despite this wealth of information – or perhaps because of too much information? – maybe you are still uncertain. We can help you organize and develop your views, in a 20-minute video. Our economists and strategists will try to clarify the economic and financial risks.
Asset Allocation, Macro
Candriam's comments on the Russia-Ukraine war
The Russian economy is likely to be severely impacted by the sanctions.
Podcast, Fixed Income, Asset Allocation, Macro
Act now, strongly and together
On the heels of Covid-19 and the oil shock, financial markets experienced a third blow yesterday (12 March) with a major confidence crisis. Speeches from US President Donald Trump and ECB President Christine Lagarde have shaken investor confidence in the ability to lead a timely and bold approach worldwide.
Asset Allocation, Macro, Highlighted, Nadège Dufossé, Outlook 2022
How can we consider inflation in 2022?
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.
Asset Allocation, Highlighted, Macro, Outlook 2022, Vincent Hamelink
Outlook 2022: Gearing up for transformation
One year after the discovery of anti-Covid vaccines, financial markets have already left the pandemic behind. The economy has not.