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Euro zone: labour market still tight

Macro, Inflation, Emile Gagna
As in the United States, the labour market is tight in the eurozone. However, the nature of the tensions is quite different.
  • ESG, SRI, Climate Action

    Scope 3 emissions data: Handle with care

    In the vast subject of the challenges and difficulties of climate analysis from an investor's point of view, scope 3 emissions emerge insistently as one of the main stumbling blocks.
  • Macro, Inflation, Emile Gagna

    United States: job market still tight

    Wage trends, reflecting tensions on the labour market, play an important role in the formation of prices, particularly for services.
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  • 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...

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