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?
Latest insights
-
Sophie Deleuze, Corporate, ESG, ArticleEngagement report 2022: Where do we go from here?
At Candriam, we are both more active and more demanding in our engagement activities, an attitude shared by several other investors, mostly European. -
Absolute ReturnEquity Market Neutral Update
A relatively buoyant environment for Equity Market Neutral strategies.
SUBSCRIBE
Get the best insights every month
-
Equities, Monthly Coffee BreakGlobal equities faced significant pressure throughout August
European equity markets have been broadly flat over the past few weeks. -
Absolute Return, Monthly Coffee BreakShort selling is back!
Financial markets took a breather over August. -
Fixed Income, Monthly Coffee BreakSoftening leading indicators
Against a backdrop of volatile trading, August saw the return of a correlation between risk assets and rates... -
Asset Allocation, Monthly Coffee BreakThe landing has started
One and a half years after the US Federal Reserve bank began its tightening course, the US economy continues...
Popular Right Now
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?
Money Market, Fixed Income, Pierre Boyer
The ECB’s Record Rate Hike. Could This Be the Final One?
The ECB has raised interest rates to 4.00% at the tenth consecutive meeting arguing that inflation is still too high.
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...
Sophie Deleuze, Corporate, ESG, Article
Engagement report 2022: Where do we go from here?
At Candriam, we are both more active and more demanding in our engagement activities, an attitude shared by several other investors, mostly European.
Nadège Dufossé, Thibaut Dorlet, Thibaud Marie-Regnault, Asset Allocation, Macro, Equities, Fixed Income, Outlook 2023
Candriam’s Mid-Year Outlook
As we reach the halfway point of the year, it seems that recession may be avoided on both sides of the Atlantic, but growth forecasts remain weak...
Fabrice Sauzeau, ESG
New 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.
-
Research Paper, Asset Allocation, Olivier ClaptAsset allocation: Agility tips
Ever wondered what to do with your portfolio allocation: leave it untouched through market ups and downs, or rebalance? When precisely? What’s the right balance? Our Quant research team has laid out the facts clearly for you in this study. -
Research Paper, Absolute Return, Johann Mauchand, Steeve BrumentCTAs throughout the business cycle : a form of economic rationality?
With the onset of the inflationary cycle and the change in central bank monetary policy, markets have entered a new paradigm, leaving investors uncertain as to the direction that markets will take next, and the timing of the transition into the next phase of the economic cycle.
Discover our Candriam publications here. Everything you need in one click.
What sort of publication are you looking for?
All our publications