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.
185 results found
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Monthly Coffee Break
Equities, Monthly Coffee Break
Global equities faced significant pressure throughout August
European equity markets have been broadly flat over the past few weeks.
Absolute Return, Monthly Coffee Break
Short selling is back!
Financial markets took a breather over August.
Fixed Income, Monthly Coffee Break
Softening leading indicators
Against a backdrop of volatile trading, August saw the return of a correlation between risk assets and rates...
Asset Allocation, Monthly Coffee Break
The landing has started
One and a half years after the US Federal Reserve bank began its tightening course, the US economy continues...
Asset Allocation, Monthly Coffee Break
How tight is too tight?
The markets appear to be having second thoughts on the “terminal rate” of several central banks in developed markets, as their restrictive job is likely not finished yet.
Absolute Return, Monthly Coffee Break
Keep calm and carry on … trading
Looking back over the first half of the year, we can say that the bulls gained the upper hand over the bears.
Equities, Monthly Coffee Break
Waiting for companies results
European equity markets had to give away some ground over the past few weeks.
Fixed Income, Monthly Coffee Break
Weak performances in European risky assets
June saw some weak performances in European risky assets and spread products, with European equities, high yield and IG corporates posting negative returns.