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, 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.
Anton Brender, Asset Allocation, Covid-19, Florence Pisani, Macro, Podcast
H2 2020 economic outlook: there will be no “return to normal”
Anton Brender and Florence Pisani examine the visible and invisible issues facing global economies and question the rate at which they are progressing towards an exit to the Covid-19 crisis.