Candriam’s Mid-Year Outlook

Successful landing

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...

How should this impact the various asset classes?

How do you position your portfolio in these conditions?

The Asset Allocation team sheds light on a still highly uncertain environment.

  • Nadège Dufossé, CFA
    Nadège Dufossé
    Global Head of Multi-Asset, Member of the Executive Committee
  • Thibaut Dorlet
    Thibaut Dorlet, CFA
    Senior Multi-Asset Portfolio Manager
  • Thibaud Marie-Regnault
    Economist

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