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Why has the enthusiasm for sustainable investing lost its lustre? A lag in performance of sustainable European equities relative to the broader European equity markets over the last three years hasn’t helped. Sector rotation in equities is often blamed for this downturn in returns. .

Late-cycle credit markets rarely announce themselves clearly. Spreads remain tight, income is still available, and risky assets may continue to perform. Yet beneath this apparent stability, the balance is shifting: compensation is thinner, risks are more idiosyncratic, and the margin for error is narrowing.

If you ask a fixed income investor to describe the credit cycle, most will readily cite its four familiar phases: Repair, Recovery, Expansion and Downturn. Knowing the terminology is straightforward. The more relevant question is: why does it matter for portfolio outcomes?

If brand value is image, reputation, and a track record of quality, the higher the price of the product, the more important that image is for pricing and profit. And the more susceptible to negative news which might affect that image.

The world of 2030 is already taking shape: AI assistants embedded in daily life, autonomous mobility, software-defined factories, digital twins, and smarter energy systems that optimise demand in real time.

Precision oncology is entering a new era—one defined by earlier detection, personalised treatment, and the growing potential for long-term remission or cure.

The loss of biodiversity has financial and investment implications. While not-for-profits and investors such as ourselves are straining to actually quantify our risks, the qualitative indicators are mounting.

Geopolitical Fragmentation | Europe’s Investment Moment | Candriam Discover how Europe’s drive for strategic autonomy is reshaping global investing. Read Candriam’s latest research and explore our European Autonomy Fund.