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Update on US Liberation Day

Asset Allocation
Since his return to the White House, Trump has announced a series of country or sectoral tariff increases. If we combine all the measures announced before 2 April (20% on China, 25% on Canada and Mexico with exemption for goods that comply with the USMCA , 25% on steel and aluminum and 25% on automobiles and parts), the average tariff rate on US imports was on course to reach 11% from 2.5% end of 2024.
  • Fixed Income, Charudatta Shende

    Credit Markets: Don’t get “Carry-ed” away

    Navigating fixed income markets can be a daunting task for those unfamiliar with their intricacies. A multitude of factors – fundamentals, valuations and technicals – can impact a wide range of instruments – sovereigns (developed & emerging), corporates (investment grade and high yield) –, contributing to a highly complex financial landscape.
  • Asset Allocation, Macro

    Update on ReArm Europe

    Released last September, former ECB President Mario Draghi’s report urged the EU to revive and boost its competitiveness. At the end of January, the European Commission presented the Competitiveness Compass to allow Europe to revive economic growth and secure prosperity.
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  • Johan Van der Biest
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  • Johan Van der Biest
Johan Van der Biest, Vincent Compiègne, Alfred Sandeman, Outlook 2025

Hello ChatGPT: Will AI continue to surprise the world?

If investors are expected to be early in detecting future trends, then our community certainly thinks AI is the future. Will the surprises continue? To help train ChatGPT’s response, we analyse the tangible revenue that has emerged so far, and consider the ‘sweet spot’, the ‘runners-up’ and the ‘too early’.
Q&A, Future Mobility, Johan Van der Biest, Allan Foll

Cleaner, safer, smarter

More and more investors are turning to thematic strategies to increase their overall diversification. Johan Van Der Biest, Co-Head of Thematic Global Equity, and Allan Foll, Fund Manager, explain that thematic investment skills combined with solid financial analysis is a prerequisite for identifying high-tech companies with strong growth potential at reasonable prices.
Q&A, Johan Van der Biest

Sci-fi becomes a reality

Johan Van Der Biest, Felix Demaeght and Nathaniel Wejchert explain the metaverse and how they identify companies associated with it.
Johan Van der Biest, Equities, Research Paper

Planet Metaverse: Searching for a place to land?

The Metaverse. The substitution of reality with the imagined – transporting the participant literally into a whole new world – will become possible for all kinds of products and services.
Outlook 2023, Johan Van der Biest

Building a New World: Thematic Investments

In the United States Antonín Dvořák composed the New World Symphony in 1893 and Neil Armstrong took it on a cassette to the moon. Rudi Van den Eynde takes it global, presenting us a New World of long-term trends.

Not your average thematic strategy

Thematic strategies are rapidly growing in popularity, but sometimes they can expose investors to some highly unwelcome swings in return. Johan Van Der Biest, Allan Foll and Jonas Brisard explain how Candriam’s demography strategy capitalises on some of the major trends shaping the world while at the time limiting volatility.
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