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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.
12 results found
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Johan Van der Biest
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.
Outlook 2026, Johan Van der Biest, Alexandre Pietrzyk
The AI Gold rush: Boom, bubble or just the beginning?
AI is reshaping industries at record speed, but is this boom a bubble – or the start of a lasting transformation?
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.
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
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, Equities, 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, Equities, 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.