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Ahead of the Curve - An Investment Playbook for 2025

Outlook 2025
Throughout the month of December, we invite you to join us in analysing the main issues and perspectives on ten key questions that will impact investing in 2025: European and transatlantic monetary policies, the breakdown of the German economic model, the slowdown in European real estate, artificial intelligence, the banking sector... there will be no lack of challenges and opportunities, it's up to us to seize them together!
  • Charudatta Shende, Nicolas Jullien, Fixed Income, US elections

    Ballots to Bonds

    Following the US election, what will the bond landscape look like around the world in the near term and the medium term? President-elect Trump should be able to implement much of his political agenda over the next few years. We think four themes stand out: Tariffs, Regulations, Tax Cuts, and Immigration. What we don’t yet know is the timing and the magnitude of these elements.
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Research Paper, Alix Chosson, Elouan Heurard, Biodiversity

Biodiversity : ready to take up the challenge of biodiversity integration ?

Biodiversity challenges are multifaceted, involving intricate ecological, geographical, and social dimensions. Acknowledging this, Candriam’s biodiversity framework allows for a granular and effective approach of biodiversity integration.
Research Paper, ESG, SRI, Sovereign Sustainability, Vincent Compiègne, Kroum Sourov, Water

Water is more than just a resource

Climate change may be the greatest threat to sustainability, but water vulnerability is potentially the most urgent, likely to play out in a shorter time frame.
Research Paper, Climate Action, ESG, SRI, Alix Chosson

Net Zero Progress Report

We promised you transparency. For a comprehensive discussion of our efforts and results, see our [annual] Net Zero Progress Report 2024. We frequently say that it is not just the carbon target, but the path to that target which affects the damage along the way. In this spirit, we share with you along the way our milestones for the four pillars of our Net Zero strategy.
Research Paper, Adapt to thrive, ESG, SRI, Fixed Income, Dany da Fonseca, Vincent Compiègne, Patrick Zeenni

Beyond the Green Bond

Based on our long-standing views of the financial benefits of sustainability, we integrate some level of ESG (Environmental, Social, and Governance) factor analysis across all our investment processes, and particularly for our sustainable investment strategies.
Astrid Pierard, Alix Chosson, ESG, SRI, Research Paper, Equities, Water

Water risks: How to build water-conscious investment strategies?

In a world grappling with escalating water issues, prioritizing water as a strategic business imperative has never been more critical. The operational and financial impacts of water-related risks have started materializing. Our conviction is that companies must consider and manage water as the long-term strategic and operational risk it can represent.
Research Paper, Fixed Income, Pierre Boyer

The ECB: From Crisis Fighter to Liquidity Maestro?

The European Central Bank (ECB) has undergone a significant transformation, evolving from a passive observer to a proactive guardian of financial stability in the eurozone. As the ECB normalises its monetary policy after a period of unconventional measures, a key challenge has emerged: managing excess liquidity. This paper explores the ECB's evolving role in addressing this challenge.
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