Investing for tomorrow

In this month of pink October, we found important to take a look of the situation of breast cancer as well as advances and breakthroughs in research, and the financial environment for healthcare and oncology investment .

Remember money market strategies? They’re back!  Once the latest rate hike is incorporated, money market strategies can offer yields above 4%!  A record path and close to a record return in money market strategies since 2001.  Money market strategies have regained their popularity as central banks have hiked rates in their fight against inflation.  

After 2022, which covered the end of a decade of monetary policy loosening, 2023 has been the year of the repricing of the whole interest rate curve. The end of Central Banks’ "higher for longer" mantra supported a steepening of the yield curves and repriced real interest rates which are back now in positive territory, for the first time in close to ten years.

If investors are continually asking companies to share more data on themselves, how can we possibly see into the supply chains?

It's back-to-school time, and time for investment decisions... Will the US fall into recession?

At Candriam, we are both more active and more demanding in our engagement activities, an attitude shared by several other investors, mostly European.

A relatively buoyant environment for Equity Market Neutral strategies.

If you were intrigued by our June comment on the return of the money markets (Money markets...

The Russian invasion of Ukraine has been yet another wake-up call for our need for energy independence. While Europe's reliance on Russian gas was evident, Russia is also one of the largest oil producers, exporting half of its production to Europe before February 2022.

With the onset of the inflationary cycle and the change in central bank monetary policy, markets have entered a new paradigm, leaving investors uncertain as to the direction that markets will take next, and the timing of the transition into the next phase of the economic cycle.

After more than a decade of suppressed and often negative yields, the fixed income asset class has entered a higher rate context.

Sustainable Finance Disclosures Regulation (SFDR), mandatory ESG disclosure obligations, was introduced by the European Union to improve transparency in the market for sustainable investment.

Publicly-traded companises have begun to incorporate ESG performance metrics into their executives’ compensation packages as part of efforts to increase transparency on their accountability vis-à-vis shareholders.

If France relies on its nuclear power, it will not do what is necessary in terms of renewables, says the German side.

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.