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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.
18 results found
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Macro
Equities, Macro, Emerging Markets Equities
Markets under pressure, convictions intact
In a recent Explore webinar, Candriam CIO Nicolas Forest, alongside Chief Economist Florence Pisani, Co-Global Head of Equity Management Johan Van der Biest and Head of Emerging Markets Equities Paulo Salazar, shared their views on the impact of the Strait of Hormuz closure, the general feeling of the markets and explored the trends to be aware of across equities.
Florence Pisani, Nicolas Jullien, Macro, Asset Allocation
Market Matters Podcast
Market Matters Podcast is an essential audio source for expert analysis, financial insight, and timely market updates from New York Life Investments.
Nadège Dufossé, Asset Allocation, Macro, Geopolitics, Economic Policy
The Law of the Strongest
As we write these lines, the US market is approaching its historical peak, last reached in February 2025, and most asset classes have posted positive returns in local currency since the start of the year.
Asset Allocation, Macro, Economic Outlook, Emile Gagna, Florence Pisani
Slowdown on the Horizon…
Despite rising geopolitical tensions, the global economy showed surprising resilience in early 2025, and inflation continued to normalise.
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.
US elections, Asset Allocation, Macro, Economic Policy, Geopolitics, Florence Pisani, Emile Gagna, Lauren Goodwin
Trump’s Economic Policy
The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors?
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.
Economic Policy, Geopolitics, Equities, Macro, Geoffroy Goenen, Jean-Baptiste Sergeant
Let’s not neglect European equities!
Since the US presidential elections, US equities have been on an uptrend driven by a certain optimism, as the expectation of tax cuts and deregulation have fuelled the hope of accelerated corporate earnings growth.