Latest insights

Precision Oncology Powered by AI: A New Era for Cancer Treatment

Research Paper, Oncology, ESG, SRI, Servaas Michielssens
Have you heard about radiotheranostics? This new field in medicine combines diagnosis and therapy. It involves using specially designed radioactive compounds that can both identify cancer cells and deliver targeted radiation therapy to destroy them. This is one of the latest developments of precision medicine, a domain that offers fascinating prospects in both early detection and specific treatment.
  • ESG, SRI, Healthcare, Servaas Michielssens, Linden Thomson

    Time to Re-engage with Healthcare?

    Healthcare share prices tend to reflect some trepidation leading up to and shortly after the US presidential elections, yet for the last five elections the sector outperformed in the 12 months following the election.
  • Equities, Geoffroy Goenen, Jean-Baptiste Sergeant

    Let’s not neglect European equities!

    Since the US presidential elections, US equities have been on an uptrend driven by a certain optimism, as the expectation of tax cuts and deregulation have fuelled the hope of accelerated corporate earnings growth.
Show me
  • Topic
  • Theme
  • Publication
  • Author
Show me
  • Topic
  • Theme
  • Publication
from
  • Author

Viewpoints

Explore our latest articles and comments. Updated regularly, this section offers diverse perspectives and insights. Easily filter by tags such as authors, themes, and formats to find what interests you. Dive in and discover our viewpoints.

Time to Re-engage with Healthcare?

ESG, SRI, Healthcare, Servaas Michielssens, Linden Thomson
Healthcare share prices tend to reflect some trepidation leading up to and shortly after the US presidential elections, yet for the last five elections the sector outperformed in the 12 months following the election.

Let’s not neglect European equities!

Equities, Geoffroy Goenen, Jean-Baptiste Sergeant
Since the US presidential elections, US equities have been on an uptrend driven by a certain optimism, as the expectation of tax cuts and deregulation have fuelled the hope of accelerated corporate earnings growth.
Outlook 2025, Nadège Dufossé

Asset Allocation in 2025: Between Optimism and Uncertainties

Global growth progresses in line with expectations, but the economic landscape remains fragmented. While activity is strong in the United States, the Eurozone is struggling to move forward, and China is penalised by weak consumption. Geopolitical tensions and the rise of political uncertainty in several countries risk exacerbating these divergences in 2025.
Outlook 2025, Steeve Brument, Bertrand Dardenne

M&A: Triple Trends for 2025?

As we head into 2025, the stars seem to be aligning for a revival of mergers and acquisitions, creating a fertile environment for investors seeking new opportunities. Merger arbitrage strategies attempt to capitalize on M&A activity by using a structured approach returns.
Outlook 2025, Alix Chosson, Tanguy Cornet

2025: the swan song for global climate action?

2024 concluded as another annus horribilis for climate action, with COP29 blowing “hot air”, reinforced geopolitical tensions overshadowing the climate crisis, and the re-election of Donald Trump in the U.S. We only have a couple of years left before spending the totality of the +1.5°C carbon budget. How will the recent political changes and global geopolitical tensions impact the transition?
Equities

A positive market response to the US elections results

In November, European equities closed the month up. Excluding the UK, however, European equities fell marginally due to a combination of concerns about US trade policy and earnings warnings from the automotive and consumer goods sectors. Consumer weakness in China and within domestic markets was cited as the cause in both cases. A strong Financials performance supported UK equities (+2.5%).
Loading...
Load more

Monthly Coffee Break

Updated each month, this section provides expert analysis and strategic insights. Stay informed with our latest market perspectives and allocations.

  • Monthly Coffee Break, Asset Allocation

    He is back

    Donald Trump’s return to the White House will likely bring a clearer picture of how dominant his policy plans will be. Undoubtedly, his rhetoric and his policy decisions will shape and shake the economy and financial markets.
  • Monthly Coffee Break, Alternative Investments

    Markets cooled by a winter chill

    This year, the Christmas rally came a month earlier, and Santa Claus has moved from the North Pole to Florida. During December, some of the “Trump trade” winners gave back part of the previous month gains.
  • Monthly Coffee Break, Equities

    Waiting for Trump 2.0

    European equity markets ended the last month of the year on a positive note. The positive market trend was mainly driven by rate cuts and slowing inflation over the course of 2024.
  • Monthly Coffee Break, Fixed Income

    Wholesale repricing of monetary policy expectations.

    The last month of 2024 was a difficult one for the markets. Most major rates markets sold off, with the US 10-year rising by 40 basis points. At the same time, risk assets offered relatively little respite.

Explore

Find the latest research papers. Easily filter by tags such as authors, themes, and formats to access the information most relevant to you. Explore and enhance your understanding with Candriam's trusted research.

Research Paper, Oncology, ESG, SRI, Servaas Michielssens

Precision Oncology Powered by AI: A New Era for Cancer Treatment

Have you heard about radiotheranostics? This new field in medicine combines diagnosis and therapy. It involves using specially designed radioactive compounds that can both identify cancer cells and deliver targeted radiation therapy to destroy them. This is one of the latest developments of precision medicine, a domain that offers fascinating prospects in both early detection and specific treatment.
Bertrand Dardenne, Félix Schlang, Alternative Investments, Research Paper

Trump 2.0 and Merger Arbitrage - Green light from the White House?

As we enter 2025, the arrival of a new President in the White House is generating a great deal of uncertainty. Merger arbitrage (M&A) strategies are no exception to the question: What impact can we expect from the change of administration on this asset class ?
Research Paper, Alix Chosson, Elouan Heurard, Biodiversity

Biodiversity : ready to take up the challenge of biodiversity integration ?

Biodiversity challenges are multifaceted, involving intricate ecological, geographical, and social dimensions. Acknowledging this, Candriam’s biodiversity framework allows for a granular and effective approach of biodiversity integration.
Research Paper, Damien Vergnaud, Alternative Investments

Understanding and anticipating index recompositions is essential

Damien Vergnaud, portfolio manager in Candriam's alternative strategies team, presents his study on index rebalancing. It highlights the effects of these transactions on investors' portfolios, and the importance of anticipating them by combining various approaches.
Loading...
Load more

New Explore newsletter

Need a fresh perspective? Discover our selection of the hot topics and background pieces of the moment. Trending investment themes, expert views, in-depth analyses. The periodic recap of the topics that matter to you.

Find it fast

Get information faster with a single click

Get insights straight to your inbox