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Ahead of the Curve - An Investment Playbook for 2025

Outlook 2025
Throughout the month of December, we invite you to join us in analysing the main issues and perspectives on ten key questions that will impact investing in 2025: European and transatlantic monetary policies, the breakdown of the German economic model, the slowdown in European real estate, artificial intelligence, the banking sector... there will be no lack of challenges and opportunities, it's up to us to seize them together!
  • Charudatta Shende, Nicolas Jullien, Fixed Income, US elections

    Ballots to Bonds

    Following the US election, what will the bond landscape look like around the world in the near term and the medium term? President-elect Trump should be able to implement much of his political agenda over the next few years. We think four themes stand out: Tariffs, Regulations, Tax Cuts, and Immigration. What we don’t yet know is the timing and the magnitude of these elements.
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Viewpoints

Explore our latest articles and comments. Updated regularly, this section offers diverse perspectives and insights. Easily filter by tags such as authors, themes, and formats to find what interests you. Dive in and discover our viewpoints.

Ahead of the Curve - An Investment Playbook for 2025

Outlook 2025
Throughout the month of December, we invite you to join us in analysing the main issues and perspectives on ten key questions that will impact investing in 2025: European and transatlantic monetary policies, the breakdown of the German economic model, the slowdown in European real estate, artificial intelligence, the banking sector... there will be no lack of challenges and opportunities, it's up to us to seize them together!
ESG, SRI, Vincent Compiègne, Water

Why Water Matters: Sovereign Sustainable Investing

China dominates the entire value chain for electric transport motors. The European Union has imposed provisional tariffs to protect its regional auto industry from ‘dumping’, or unfair pricing, of subsidized electric vehicle imports from China. Yet the EU is actively attempting to accelerate the uptake of EVs to meet its 2035 emissions targets.
Charudatta Shende, Nicolas Jullien, Fixed Income, US elections

Ballots to Bonds

Following the US election, what will the bond landscape look like around the world in the near term and the medium term? President-elect Trump should be able to implement much of his political agenda over the next few years. We think four themes stand out: Tariffs, Regulations, Tax Cuts, and Immigration. What we don’t yet know is the timing and the magnitude of these elements.
US elections

US elections : Hear it directly from the US

In the run up to the November 2024 US elections, our special correspondent in the US, Lauren Goodwin, Chief Market Strategist at our parent company New York Life Investments, shares her analysis on the campaigns and how US investors are navigating the environment. Every two weeks. Make sure to visit our US Chronicles !
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Monthly Coffee Break

Updated each month, this section provides expert analysis and strategic insights. Stay informed with our latest market perspectives and allocations.

  • Monthly Coffee Break, Asset Allocation

    Deal with Trump 2.0

    The results of the US elections are quickly being absorbed by financial markets, propelling US equity indices to new highs.
  • Alternative Investments, Monthly Coffee Break

    MAGA – Make Alternatives Great Again

    During October, markets moved to price in a return of Donald Trump to the White House – and were ultimately proved right.
  • Monthly Coffee Break, Equities

    Positive outlook for US equities

    In October, European equities closed the month lower. European headline inflation was revised down to 1.7% year-on-year in September (from the preliminary 1.8%).

Explore

Find the latest research papers. Easily filter by tags such as authors, themes, and formats to access the information most relevant to you. Explore and enhance your understanding with Candriam's trusted research.

Research Paper, Alix Chosson, Elouan Heurard, Biodiversity

Biodiversity : ready to take up the challenge of biodiversity integration ?

Biodiversity challenges are multifaceted, involving intricate ecological, geographical, and social dimensions. Acknowledging this, Candriam’s biodiversity framework allows for a granular and effective approach of biodiversity integration.
Research Paper, ESG, SRI, Sovereign Sustainability, Vincent Compiègne, Kroum Sourov, Water

Water is more than just a resource

Climate change may be the greatest threat to sustainability, but water vulnerability is potentially the most urgent, likely to play out in a shorter time frame.
Research Paper, Climate Action, ESG, SRI, Alix Chosson

Net Zero Progress Report

We promised you transparency. For a comprehensive discussion of our efforts and results, see our [annual] Net Zero Progress Report 2024. We frequently say that it is not just the carbon target, but the path to that target which affects the damage along the way. In this spirit, we share with you along the way our milestones for the four pillars of our Net Zero strategy.
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Need a fresh perspective? Discover our selection of the hot topics and background pieces of the moment. Trending investment themes, expert views, in-depth analyses. The periodic recap of the topics that matter to you.

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