Latest insights

Real Estate Private Debt: Time to Act?

Fabrice Sauzeau, Absolute Return, Fixed Income, Private Debt, Research Paper, Real Estate
Has commercial real estate reached its inflection point? With little transaction activity, price and index data are generated with a lag. Market prices can change much more rapidly than they can be aggregated and reported. Investors must rely on fundamental analysis and experience more than data to time the recovery.
41 results found
  • Asset Allocation
Show me
  • Topic
  • Theme
  • Publication
  • Author
Show me
  • Topic
  • Theme
  • Publication
from
  • Author
41 results found
  • Asset Allocation
Monthly Coffee Break, Asset Allocation

Patience

The global outlook for 2024 is complex, marked by the dual forces of economic resilience and evolving challenges. In the United States, robust growth throughout 2023, culminating in a 3.3% annualised expansion rate in Q4, sets a compelling precedent.
Asset Allocation, Nadège Dufossé

2024 seeks direction

Following the strong rebound in financial markets in November and December of 2023, the assets most closely correlated with interest rates have partially retraced their exceptional end-of-year performance.
Asset Allocation

Dry January

As financial assets performed particularly well in the final part of last year, our portfolios are now positioned to weather a consolidation phase.
Asset Allocation

Rising uncertainty

Our asset allocation has turned more cautious as several risks have started to materialise.
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?
Asset Allocation

The landing has started

One and a half years after the US Federal Reserve bank began its tightening course, the US economy continues...

Find it fast

Get information faster with a single click

Get insights straight to your inbox