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Ahead of the Curve - An Investment Playbook for 2025

Outlook 2025
Throughout the month of December, we invite you to join us in analysing the main issues and perspectives on ten key questions that will impact investing in 2025: European and transatlantic monetary policies, the breakdown of the German economic model, the slowdown in European real estate, artificial intelligence, the banking sector... there will be no lack of challenges and opportunities, it's up to us to seize them together!
  • Charudatta Shende, Nicolas Jullien, Fixed Income, US elections

    Ballots to Bonds

    Following the US election, what will the bond landscape look like around the world in the near term and the medium term? President-elect Trump should be able to implement much of his political agenda over the next few years. We think four themes stand out: Tariffs, Regulations, Tax Cuts, and Immigration. What we don’t yet know is the timing and the magnitude of these elements.
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Asset Allocation, Macro, Equities, Fixed Income, Nicolas Forest, Nadège Dufossé, Emile Gagna

Update on Middle East Tensions

On April 13, Iran decided to strike Israel with 300 drones and missiles following an attack on its diplomatic compound in Syria. Regional escalation and oil price are at risk. This tail risk cannot be ignored. We are closely monitoring the unfolding situation.
Emile Gagna, Macro, Inflation

Powell’s last mile of a long journey

After peaking in the summer of 2022, inflation in the United States has fallen back sharply. Despite the fact that disinflation is now well underway, previous episodes in our series have highlighted the fact that the US economy has not yet returned to the softness of 2 % inflation...
Macro, Emile Gagna, Inflation

The heatmap, a summary of inflationary pressures: illustration for the United States

In the United States, the disinflation process is clearly underway, as the heatmap below illustrates: the "supply chain tensions " and " freight costs " components have turned green since the second half of 2022, even if the recent tensions in the Red Sea are starting to show! In the course of 2023, commodity and producer prices followed suit.
Macro, Inflation, Emile Gagna

Euro zone: labour market still tight

As in the United States, the labour market is tight in the eurozone. However, the nature of the tensions is quite different.
Macro, Inflation, Emile Gagna

United States: job market still tight

Wage trends, reflecting tensions on the labour market, play an important role in the formation of prices, particularly for services.
Macro, Inflation, Emile Gagna

At the heart of inflation

On both sides of the Atlantic, inflation was undoubtedly an important theme throughout 2023.
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?
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...
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