Latest insights

The Metaverse. The substitution of reality with the imagined – transporting the participant literally into a whole new world – will become possible for all kinds of products and services.

There aren’t many well-established businesses that don’t regard digital transformation as one of their top priorities

Since the advent of the Covid crisis, we have maintained that robotics and innovative technologies will lead to social and economic transformation. That said, the road ahead will not be bump-free for those who want to invest in this thematic: US elections, increased regulation, the scale and speed of stimulus plans... Are company valuations therefore sufficient to meet current demands? Are there still opportunities a-knocking?

No need to introduce the FANGs to anyone. You are probably one of the billions of people that use Google Maps©, Instagram©, Netflix© or Amazon© on a daily – or minutely? – basis.

In the not too distant future, remote surgery will enable patients from all over the world to have access to the best healthcare and doctors without having to travel thousands of kilometers.

Innovation has always been a major growth driver for the economy, which is the reason we’re focusing on this topic. It is now a certitude that before too long, robots will form an integral part of our lives. Investors mustn’t miss-out on this trend.

Johan Van Der Bies, Senior Fund Manager at Candriam says thematic investment skills combined with robust financial analysis can unearth market-leading technology at sensible prices.

Johan Van Der Biest, Senior Fund Manager, and Felix Demaeght, CFA, Co-Fund Manager, explain the metaverse and how they identify companies associated with it.