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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…

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 .

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.

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.

In our 2022 Engagement report, we offered a case study describing how we begin a topical campaign.

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

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.

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.