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?
Latest insights
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Sophie Deleuze, Corporate, ESG, ArticleEngagement report 2022: Where do we go from here?
At Candriam, we are both more active and more demanding in our engagement activities, an attitude shared by several other investors, mostly European. -
Absolute ReturnEquity Market Neutral Update
A relatively buoyant environment for Equity Market Neutral strategies.
66 results found
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Absolute Return
Absolute Return, Monthly Coffee Break
Short selling is back!
Financial markets took a breather over August.
Absolute Return
An unusual “cool” summer on the financial markets
It is not unusual for the quiet summer season when investment professionals take a break from their screens to chime with nervous and volatile markets.
Absolute Return
Equity Market Neutral Update
A relatively buoyant environment for Equity Market Neutral strategies.
Absolute Return, Monthly Coffee Break
Keep calm and carry on … trading
Looking back over the first half of the year, we can say that the bulls gained the upper hand over the bears.
Research Paper, Absolute Return, Johann Mauchand, Steeve Brument
CTAs throughout the business cycle : a form of economic rationality?
With the onset of the inflationary cycle and the change in central bank monetary policy, markets have entered a new paradigm, leaving investors uncertain as to the direction that markets will take next, and the timing of the transition into the next phase of the economic cycle.
Absolute Return, Monthly Coffee Break
“Every $1 trillion business starts in a $0 billion market .” *
In a market animated by contradictory economic data points, NVIDIA’s excellent Q1 earnings were enough to light the fire under an already hot technology sector.
Absolute Return, Monthly Coffee Break
The market is walking a thin line between financial safety and FOMO
The market narrative remains very cautious and divided as to the path to follow over the next few quarters.
Absolute Return, Monthly Coffee Break
“Lego House"
March was a challenging and volatile month, with investment sentiment going through a whole variety of shades in a single month.