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Corporate Social Responsibility Report
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  • Asset Allocation, Nadège Dufossé

    Towards a new gold rush?

    The price of gold has risen by over 17% since the beginning of the year, making it one of the best-performing assets this year. After hovering between US$1,800 and US$2,000 in 2023, the price of gold surged in March and April 2024, rapidly reaching US$2,400.
  • Fabrice Sauzeau, ESG, SRI

    On the road to sustainable Solvency II

    While these objectives are laudable, there are methodological obstacles. The initial objectives of Solvency II were harmonization, financial stability and policyholder protection. The text had therefore been conceived as a risk-based regulation, based on the valuation of the balance sheet on a mark-to-market basis and on capital requirements calibrated using Value at Risk (VaR) with a confidence level of 99.5%.
  • 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.
  • ESG, SRI, David Czupryna, Circular Economy

    Beyond Fossil Fuels: Why Green Investments Are Still the Future

    After a challenging period for green investing, marked by rising interest rates, supply chain issues, and overcapacity, companies committed to building a sustainable world could remain an attractive long-term option for investors seeking both financial returns and positive impact.
  • 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 .
  • 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...
At Candriam, we embrace Conviction and Responsibility in everything we do.
Vincent Hamelink, CEO

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