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.
116 results found
-
Asset Allocation
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, 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...
Research Paper, Asset Allocation, Olivier Clapt
Asset 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.
Asset Allocation, Monthly Coffee Break
How tight is too tight?
The markets appear to be having second thoughts on the “terminal rate” of several central banks in developed markets, as their restrictive job is likely not finished yet.
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...
Asset Allocation, Monthly Coffee Break
Playing Defence
Financial markets have been resilient in H1 2023, reflecting a better growth/inflation mix than expected by consensus at the start of the year.
Asset Allocation, Monthly Coffee Break
Take me to the next stage
In our economic and market scenarios, the next stage points to lower growth and gradually lower inflation in the US by the end of 2024. Consequently, lower interest rates should follow, and we keep a long duration bias in fixed income.
Nicolas Forest, Equities, Fixed Income, Macro, Asset Allocation
Which way will Turkey turn?
With the upcoming 2023 Turkish presidential election, scheduled to take place on 14 May, we are sharing our views and sentiments on the possible outcomes and their consequences.