Candriam’s Mid-Year Outlook

Successful landing

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...

How should this impact the various asset classes?

How do you position your portfolio in these conditions?

The Asset Allocation team sheds light on a still highly uncertain environment.

  • Nadège Dufossé, CFA
    Nadège Dufossé
    Nadège has been the Global Head of Multi-Asset at Candriam since 2021. She is in charge of establishing the broad Asset Allocation investment strategy applied across Candriam and the management of Multi-Asset funds. 
  • Thibaut Dorlet
    Thibaut Dorlet
    Thibaut has joined the Asset Allocation Team in September 2020.
  • Thibaud Marie-Regnault
    Thibaud joined Candriam’s Economic Research Team in January 2021, rising to Economist in 2023. 

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