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Equities, Ken Van Weyenberg, Quentin DuquesneStructural shift towards European autonomy gains momentum
Recent geopolitical tensions in the Middle East have triggered renewed energy and supply shocks in Europe, exposing the continent's reliance on external dependencies. -
Explore webinar - Discover our latest event covering the markets and asset classes
Join Candriam CIO Nicolas Forest on April 21 for Candriam’s Market Briefing, as specialists across asset classes join Nicolas to recap what they’ve seen in the markets over the first quarter of the year.
5 results found
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AI
Equities, AI, Felix Demaeght
Software: Will AI trigger a SaaSpocalypse?
Artificial Intelligence agents are moving beyond assistance and into execution. The emergence of AI agents such as Claude Cowork has intensified a debate among investors: could parts of the SaaS ecosystem risk structural disintermediation?
Research Paper, AI, Equities, Jean-Baptiste Sergeant, Johan Van der Biest, Ken Van Weyenberg
Disruptive technologies
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.
Research Paper, Marie Niemczyk, Jorick Liebrand, ESG, SRI, AI
AI Through the ESG Lens: Tackling Risks and Opportunities
Is the Artificial Intelligence (AI) revolution unstoppable? With lightning speed, AI is reshaping industries, unlocking economic value, driving positive environmental impact, helping address social challenges – and additionally, offering compelling investment opportunities.
Johan Van der Biest, AI, Equities
Hello ChatGPT: Will Artificial Intelligence (“AI”) continue to surprise the world?
AI is accelerating scientific research, infrastructure development, communications and finance, as well as contributing to the fight against climate change
Research Paper, Servaas Michielssens, Equities, Oncology, ESG, SRI, AI
Precision Oncology Powered by AI: A New Era for Cancer Treatment
Have you heard about radiotheranostics? This new field in medicine combines diagnosis and therapy. It involves using specially designed radioactive compounds that can both identify cancer cells and deliver targeted radiation therapy to destroy them. This is one of the latest developments of precision medicine, a domain that offers fascinating prospects in both early detection and specific treatment.