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.
115 results found
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Equities
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?
Equities, Monthly Coffee Break
Global equities faced significant pressure throughout August
European equity markets have been broadly flat over the past few weeks.
Equities, Monthly Coffee Break
Waiting for companies results
European equity markets had to give away some ground over the past few weeks.
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...
Equities, Monthly Coffee Break
European equities take a breather
European equity markets were unable to continue their uptrend since the beginning of the year over the past four weeks.
Equities, Monthly Coffee Break
Positive economic surprises boosted markets
European equity markets continued their uptrend over the past four weeks on the back of positive economic surprises and a sharp fall in headline inflation as base effects in energy started to drag. The positive market trend was clearly driven by large caps and defensive growth sectors.
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.
Equities, Monthly Coffee Break
Balanced approach warranted by lack of visibility
European equity markets have rebounded strongly since mid-March after the sell-off due to the collapse of Silicon Valley Bank in the United States and the financial turmoil around Crédit Suisse.