Coffee Break

Coffee Break - Powell Pivot

Markets will be digesting the comments made by Central Bankers at the Economic Policy Symposium in Jackson Hole.
Equities

From narrative to strategy: Candriam’s approach to Europe’s autonomy drive

Europe’s strategic autonomy is no longer a theory; it’s a trending headline, a policy priority, and an investment theme. But with many players now crowding the space, real differentiation lies not in retelling the story, but in how you act on it. At Candriam, we see Europe’s autonomy shift not as a short-term theme, but as a long-term, multi-sector transformation.
Florence Pisani, Nicolas Jullien, Macro, Asset Allocation

Market Matters Podcast

Market Matters Podcast is an essential audio source for expert analysis, financial insight, and timely market updates from New York Life Investments.
Coffee Break

Coffee Break - From Alaska to Jackson Hole

Markets will be digesting the outcome of the US-Russia summit on Ukraine in Alaska and the follow-up meeting with Ukrainian President Zelenskiy and European leaders in Washington.
Research Paper, Bertrand Dardenne, Alternative Investments, Economic Outlook, Geopolitics

Unlock the Potential of Merger Arbitrage

Merger Arbitrage is a sophisticated investment strategy that capitalizes on the price difference between a target company's stock price in the market and the acquisition price during mergers and acquisitions.
Coffee Break

Coffee Break - Tariffs, Data, and Decisions

In the US, key data releases will include factory orders, ISM services, trade balance, as well as Q2 productivity and labour costs — all unfolding under the shadow of new tariffs taking effect on August 7.

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