ESG
COP28: final countdown on climate ambitions
As the COP28 kicks off at the end of the month in Dubai, we are paying close attention to this highly anticipated event, albeit mixed expectations.
Latest insights
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ESG, OncologyAdvances in Healthcare and Oncology: A Pink October Perspective
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 . -
Money Market, Fixed Income, Pierre BoyerMoney Matters Again
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.
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Monthly Coffee Break, Fixed IncomeAnother upward move in US Treasury yields
Global equities fell for a third consecutive month in October and gold rallied against a backdrop of geopolitical risks, an under-pressure earnings season and a rising rates environment. -
Monthly Coffee Break, Absolute ReturnMarket dispersion generates opportunities for alternative strategies
Central bank tightening monetary measures continue to progressively slow the economic growth rate of most regions around the world. -
Monthly Coffee Break, Asset AllocationTail risks fade, uncertainty remains
We acknowledge that several tail risks have receded over the past few weeks, bringing relief to financial markets. -
Monthly Coffee Break, EquitiesThird month of decline
European equity markets continued their decline in October, for the third month in a row, as bond yields rose sharply.
Popular Right Now
ESG, Oncology
Advances in Healthcare and Oncology: A Pink October Perspective
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 .
Patrick Zeenni, Fixed Income, ESG, Credit
A sweet spot for euro investment grade investors
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.
Money Market, Fixed Income, Pierre Boyer
Money Matters Again
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.
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?
Absolute Return
An unusual “cool” summer on the financial markets
It is not unusual for the quiet summer season when investment professionals take a break from their screens to chime with nervous and volatile markets.
Cemre Aksu, ESG, Corporate
Interview with the Engagement Team - Employee Board Representation
In our 2022 Engagement report, we offered a case study describing how we begin a topical campaign.
Absolute Return
Equity Market Neutral Update
A relatively buoyant environment for Equity Market Neutral strategies.
Fixed Income, Pierre Boyer, Money Market
Money markets II: A new generation
If you were intrigued by our June comment on the return of the money markets (Money markets...
Lucia Meloni, Hien Nguyen, Vincent Compiègne, ESG, SRI, Research Paper
Corporate governance in emerging markets: what’s behind the curtain ?
There are several examples of emerging markets where corporate governance standards and ESG disclosure have evolved in recent years, among which China, India, South Korea, Taiwan…
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Can investors analyse human rights risks in supply chains?
If investors are continually asking companies to share more data on themselves, how can we possibly see into the supply chains? -
Fabrice Sauzeau, ESGNew pension regulations: what conversations are underway?
One clear conclusion is that pension fund-related institutions which have not yet embraced ESG will find themselves suddenly launched two squares forward on the chessboard, as they rush to integrate ESG into the overall governance of how they manage or administer pension assets and plans.
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