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Real Estate Private Debt: Time to Act?

Fabrice Sauzeau, Absolute Return, Fixed Income, Private Debt, Research Paper, Real Estate
Has commercial real estate reached its inflection point? With little transaction activity, price and index data are generated with a lag. Market prices can change much more rapidly than they can be aggregated and reported. Investors must rely on fundamental analysis and experience more than data to time the recovery.
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Monthly Coffee Break, Equities

Positive first month of the year

Despite a hesitant start, global equity markets ended the first month of the year on a positive note. The US was a clear outperformer, but European equity markets also ended the first month of 2024 higher.
Equities

Strong end to the year

European equity markets continued their rally that began at the end of October.
Equities

Third month of decline

European equity markets continued their decline in October, for the third month in a row, as bond yields rose sharply.
Nadège Dufossé, Florence Pisani, Asset Allocation, Macro, Equities, Fixed Income, Outlook 2023

Candriam’s Outlook 2023

It's back-to-school time, and time for investment decisions... Will the US fall into recession?
Nadège Dufossé, Thibaut Dorlet, Thibaud Marie-Regnault, Asset Allocation, Macro, Equities, Fixed Income, Outlook 2023

Candriam’s Mid-Year Outlook

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...

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