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Latest insights
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Asset Allocation, GeopoliticsMiddle East Conflict
Coordinated U.S. and Israeli strikes against Iran began on Saturday 28 February, while Iranian retaliation has spread across the region. Without any clearly stated intentions or objectives on the part of the United States of America, these events give rise to numerous hypotheses and uncertainties for the region in the coming months, as well as risks for investors. -
Equities, AI, Felix DemaeghtSoftware: Will AI trigger a SaaSpocalypse?
Artificial Intelligence agents are moving beyond assistance and into execution. The emergence of AI agents such as Claude Cowork has intensified a debate among investors: could parts of the SaaS ecosystem risk structural disintermediation?
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Anaelle Stamatiou
Q&A, Water, ESG, SRI, Bastien Dublanc, Tanguy Cornet, Anaelle Stamatiou
Investing in water: a no-brainer for the future
Bastien Dublanc, Tanguy Cornet and Anaelle Stamatiou, managers of Candriam’s water investment strategy, explain why they invest in this theme, how they select their stocks, and what differentiates Candriam from other investment managers in this area.
Q&A, Circular Economy, Bastien Dublanc, Anaelle Stamatiou, Tanguy Cornet
Re-sourcing our planet
Bastien Dublanc, Tanguy Cornet and Anaelle Stamatiou describe how an ESG (Environmental, Social, Governance) investment strategy on the theme of the circular economy can contribute to a more sustainable economy along with a long-term financial performance objective.