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Latest insights
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AI, ESG, SRI, Benjamin ChekrounWhy we can’t ignore AI governance
Artificial Intelligence (AI) has become a familiar part of our lives, but we are only just beginning to realise the risks associated with it. With regulation unable to keep pace, AI governance is now a major issue. -
Ken Van Weyenberg, Quentin Duquesne, Equities, GeopoliticsEuropean defence autonomy: rearming with purpose
For decades, European defence budgets were treated as a discretionary line item, a peace dividend to be spent elsewhere. Russia's invasion of Ukraine broke that assumption. The ensuing years featuring a less predictable transatlantic security relationship and the growing importance of cyber, drones and space have only reinforced that break.
4 results found
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Infrastructure
Research Paper, Equities, Geopolitics, Infrastructure, Johan Van der Biest, Ken Van Weyenberg
Geopolitical fragmentation, investing in a multipolar world
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.
Ken Van Weyenberg, Equities, Macro, Economic Policy, Infrastructure
Reshoring: A Catalyst for Smart Manufacturing
Global manufacturers are navigating a highly challenging environment marked by tariffs, trade conflicts and new alliances, supply chain disruptions, and rising geopolitical tensions.
Infrastructure
Riding the infrastructure wave: Potential growth beyond the inflationary boom
With the infrastructure sector poised for growth after a tumultuous period caused by the pandemic and subsequent inflationary boom, which areas could offer investment opportunities?
Asset Allocation, Macro, Infrastructure, Geopolitics
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.