Latest insights

2023 Symphony for a new dawn

The Candriam Outlook is back: 22 papers covering all our investment expertise will be produced and displayed all throughout the month of December, in an Advent calendar format.
  • ESG, Facial Recognition, Sophie Deleuze, SRI

    Facial recognition and human rights: Research Paper

    It is estimated that one billion surveillance cameras are in operation[i]. The United Nations Guiding Principles on Business and Human Rights (UNGPs) urge companies to respect human rights and correct abuses when they occur. They call on companies to conduct human rights due diligence to “know and show” they respect human rights through their own activities, and the activities directly linked to their products, services, operations, and through their business relationships.
  • Asset Allocation, Macro, Nadège Dufossé, Thibaud Marie-Regnault, Video

    Overloaded by the sheer number of forecasts at the moment?

    Despite this wealth of information – or perhaps because of too much information? – maybe you are still uncertain.  We can help you organize and develop your views, in a 20-minute video. Our economists and strategists will try to clarify the economic and financial risks.
100 results found
  • Asset Allocation
Show me
  • Topic
  • Theme
  • Publication
  • Author
Show me
  • Topic
  • Theme
  • Publication
from
  • Author
100 results found
  • Asset Allocation
Asset Allocation, Monthly Coffee Break

Fundamental support for our constructive view

In October, we turned more constructive based on our analysis of the market configuration. This month, fundamental support provides further reasons to maintain this stance.
Absolute Return, Asset Allocation, Johann Mauchand, Research Paper, Steeve Brument

Smile! CTA convexity is not lost…

If the smile measures how the portfolio value reacts to changes in the underlying markets, then maybe we should measure the smiles – and this is what our investment team has been doing.
Asset Allocation, Monthly Coffee Break

Waiting for pivot

Short-term interest rates have been rising around the world over the past year as central banks attempt to fight inflation.
Asset Allocation, Macro, Nadège Dufossé, Thibaud Marie-Regnault, Video

Overloaded by the sheer number of forecasts at the moment?

Despite this wealth of information – or perhaps because of too much information? – maybe you are still uncertain.  We can help you organize and develop your views, in a 20-minute video. Our economists and strategists will try to clarify the economic and financial risks.
Asset Allocation, Olivier Clapt, Research Paper

Illiquid investments – But how much?

As 2022 opened, we all thought of Covid, war, oil prices, transient inflation... What do you see on the horizon now? Wheat supply crisis? Quantitative tightening? Sustained inflation?
Asset Allocation, Monthly Coffee Break

Caution, hot

This year’s European summer heatwave and drought has the potential to worsen the current energy crisis, as river water levels have dropped significantly.
Asset Allocation, Nadège Dufossé, Outlook 2022

Prepare for landing

As we reach the halfway point in the year, global growth forecasts continue to be revised downwards and headwinds remain significant…

Find it fast

Get information faster with a single click

Get insights straight to your inbox