At Candriam, we are active owners and debtholders. We exercise our rights when we believe action can enhance long-term value for our clients and ultimate beneficiaries.
Latest insights
47 results found
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Equities
Equities, Monthly Coffee Break
Investor interest is returning
Global stock markets ended Q1 at an all-time high, fuelled by continued investor optimism. The resilience of the global economy, particularly in the US, has pleasantly surprised many.
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.
Asset Allocation, Equities, Nadège Dufossé, Thibaut Dorlet
Japan : Make or break
Japanese equities have enjoyed a positive run since the start of the year (+20.8% performance to 27 Mar 2024 ), with the Nikkei recently hitting all-time highs, surpassing the peak of the 1989 bubble .
Q&A, Future Mobility, Johan Van Der Biest, Allan Foll, Equities
Cleaner, safer, smarter
More and more investors are turning to thematic strategies to increase their overall diversification. Johan Van Der Biest, Co-Head of Thematic Global Equity, and Allan Foll, Fund Manager, explain that thematic investment skills combined with solid financial analysis is a prerequisite for identifying high-tech companies with strong growth potential at reasonable prices.
Climate Action, ESG, SRI, Equities, US elections, Marouane Bouchriha
2024 US Elections and Climate Policy Impact
The impact of the 2024 elections on the decarbonization theme is of paramount importance, considering that the year marks a significant electoral period globally with 64 countries and the European Union - representing nearly half of the global population - heading to the polls.
Research Paper, Bastien Dublanc, David Czupryna, Equities, Water
Water: How to address the looming water crisis?
Water sustains not only human existence but the entire ecosystem. As the global population burgeons and climate change intensifies, bringing extreme water incidents from floods to droughts, the fragile balance between water supply and demand is increasingly strained.
Equities
Positive first month of the year
Despite a hesitant start, global equity markets ended the first month of the year on a positive note. The US was a clear outperformer, but European equity markets also ended the first month of 2024 higher.