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Middle East Conflict

Asset Allocation, Geopolitics
Coordinated U.S. and Israeli strikes against Iran began on Saturday 28 February, while Iranian retaliation has spread across the region. Without any clearly stated intentions or objectives on the part of the United States of America, these events give rise to numerous hypotheses and uncertainties for the region in the coming months, as well as risks for investors.
  • Research Paper, Lucia Meloni, Emma Miguel Unzue, ESG, SRI

    Brand Values: Unravelling Luxury Goods Risks

    If brand value is image, reputation, and a track record of quality, the higher the price of the product, the more important that image is for pricing and profit. And the more susceptible to negative news which might affect that image.
  • Equities, AI, Felix Demaeght

    Software: Will AI trigger a SaaSpocalypse?

    Artificial Intelligence agents are moving beyond assistance and into execution. The emergence of AI agents such as Claude Cowork has intensified a debate among investors: could parts of the SaaS ecosystem risk structural disintermediation?
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  • Johan Van der Biest
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  • Johan Van der Biest
Research Paper, AI, Equities, Jean-Baptiste Sergeant, Johan Van der Biest, Ken Van Weyenberg

Disruptive technologies

The world of 2030 is already taking shape: AI assistants embedded in daily life, autonomous mobility, software-defined factories, digital twins, and smarter energy systems that optimise demand in real time.
Research Paper, Equities, Geopolitics, Infrastructure, Johan Van der Biest, Ken Van Weyenberg

Geopolitical fragmentation, investing in a multipolar world

Geopolitical Fragmentation | Europe’s Investment Moment | Candriam Discover how Europe’s drive for strategic autonomy is reshaping global investing. Read Candriam’s latest research and explore our European Autonomy Fund.
Johan Van der Biest, Vincent Compiègne, Alfred Sandeman, Outlook 2025

Hello ChatGPT: Will AI continue to surprise the world?

If investors are expected to be early in detecting future trends, then our community certainly thinks AI is the future. Will the surprises continue? To help train ChatGPT’s response, we analyse the tangible revenue that has emerged so far, and consider the ‘sweet spot’, the ‘runners-up’ and the ‘too early’.
Q&A, Equities, Future Mobility, Johan Van der Biest, Allan Foll

Cleaner, safer, smarter

More and more investors are turning to thematic strategies to increase their overall diversification. Johan Van Der Biest, Co-Head of Thematic Global Equity, and Allan Foll, Fund Manager, explain that thematic investment skills combined with solid financial analysis is a prerequisite for identifying high-tech companies with strong growth potential at reasonable prices.
Q&A, Equities, Johan Van der Biest

Sci-fi becomes a reality

Johan Van Der Biest, Felix Demaeght and Nathaniel Wejchert explain the metaverse and how they identify companies associated with it.
Johan Van der Biest, Equities, Research Paper

Planet Metaverse: Searching for a place to land?

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.
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