Candriam | Candriam.com

July 10, 2019

Discover Candriam's best articles in H1 2019!

We are all looking forward to summer to take some time out and a well-deserved break… The ideal time for some beach reading (under a parasol) or, if you’re still in the office, at your desk, taking advantage of the summer slowdown.

July 11, 2019

Reducing carbon risk in institutional portfolios

Across the globe, more and more investors are finding it in their best interest to integrate climate risk within their investment considerations.

June 27, 2019

Candriam presents its economic and financial outlook

The economy, President Trump's tweets and the markets, on the other hand, do not stop. Is summer looking good for investors?

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

15 July 2019

WHAT'S NEXT?

China will publish its y-o-y GDP growth rate. Consensus expects a reading of 6.2%.
The Euro Area and Germany, its biggest exporter, will publish their ZEW economic sentiment indexes. A good gauge for the level of optimism that analysts have about the expected economic developments.
In the US, the Q2 2019 earnings season will start with 58 out of 500 companies due to report. Earnings growth is a crucial contributor to the extension of the business cycle.
The G7 will meet in Paris, France. One of the top items on the agenda is cryptocurrencies and how can be ensured that they are regulated from money-laundering to consumer-protection rules.

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July 16, 2019

Central banks pivot – and pilot?

July 16, 2019

You'll never walk alone

Central banks are back in town. After May’s market sell-off, the gatekeepers of monetary policy reassured investors that they would stand by them.

July 16, 2019

Trade-talk improvement, with dovish central banks

European equities, driven by the combination of a supportive Fed and hopes of progress on trade at the G20, rallied in June.

July 11, 2019

On the mental health of central bankers

Purists like to distinguish between correlation, co-integration and causality.

July 2, 2019

Mexico: economy highly dependent on the United States

The US president’s threat, a few weeks back, to impose, as of 10 June, a 5% customs tariff on all Mexican imports (increasing incrementally each month to 25% by 1 October), exposed Mexican vulnerability.

June 21, 2019

Central banks across the globe continue to maintain their dovish stance

The business cycle remains firmly in a ‘downturn’ phase, with every country in the G10 region now in either ‘downturn’ or ‘recession’ territory.

June 20, 2019

Ageing bull & roadmap to carry

Our central scenario remains slightly constructive: as long as there is growth, there is hope.

June 20, 2019

Waiting for the Fed to get spooked?

Economic history has demonstrated that cycles dictate the pace of business life and that all growth phases must come to an end.

June 17, 2019

Lack of visibility and geopolitical noise

Automobile and semiconductors were hit the hardest during the period amid trade tensions while Healthcare and Utilities were the only sectors posting gains.