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?
Coffee Break

Coffee Break

Central banks will take centre stage. Interest rate decisions are on the agenda of the US Federal Reserve Bank, the Bank of England, and the Bank of Japan.
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.
Absolute Return, Monthly Coffee Break

Short selling is back!

Financial markets took a breather over August.
Fixed Income, Monthly Coffee Break

Softening leading indicators

Against a backdrop of volatile trading, August saw the return of a correlation between risk assets and rates...
Asset Allocation, Monthly Coffee Break

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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