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Corporate Social Responsibility Report
Last week in a nutshell

Latest Insights

  • ESG, Fabrice Sauzeau

    Climate risks: how can we measure their financial impact?

    If France relies on its nuclear power, it will not do what is necessary in terms of renewables, says the German side. When it comes to importing disgusting LNG from shale gas or running its coal-fired power plants, Germany is less careful, comes the retort from west of the Rhine.
  • Nicolas Forest, Equities, Fixed Income, Macro, Asset Allocation

    Which way will Turkey turn?

    With the upcoming 2023 Turkish presidential election, scheduled to take place on 14 May, we are sharing our views and sentiments on the possible outcomes and their consequences.
  • Johan Van Der Biest, Equities, Research Paper, Article

    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.
  • Asset Allocation

    Gauging local US banking fallout

    The once-in-a-generation monetary tightening engineered by the US Federal Reserve (Fed) over the past twelve months has produced financial vulnerabilities.
  • ESG, Lucia Meloni

    Candriam's view on ESG in the banking industry

    As the March drama unfolds, it might help us to remember the long road that banks have travelled, and the path ahead. Those paths are very different on either side of the Atlantic.
  • Asset Allocation, Fixed Income, Equities

    Impact of Credit Suisse takeover

    Portfolios managed by Candriam have no exposure to any Credit Suisse security, OTC exposure or stock-lending exposure.
  • Emerging Markets, Equities

    Steady as She Goes

    The year of 2022 proved to be one of the most challenging and volatile for emerging market (EM) equities.
  • Diliana Deltcheva, Fixed Income, Emerging Markets

    Our 2023 Emerging Markets Debt Market Outlook Update

    The macro environment in 2023 is likely to remain volatile for emerging market debt, until global disinflation trends gather momentum and central banks shift to an accommodative stance.
  • Nicolas Forest, Opinions

    ESG, antidote to populism?

    Last week, sitting comfortably on my sofa, I turned on the TV and stumbled upon the testimony of the Iranian actress Golshifteh Farahani. I felt quite helpless in front of so much suffering and injustice.
  • Fixed Income, Fabrice Sauzeau

    Inflation and insurers: solutions for a new regime

    “Nowhere has it been considered a disastrous indirect tax is created by constantly rising inflation, nor what the results are.” (Welche vernichtende indirekte Steuer zudem in der fortschreitenden Papiergeldinflation liegt, wird übrigens an keiner Stelle berücksichtigt – Rudolf Havenstein, 1922
  • Equities, Geoffroy Goenen, Value vs Growth

    The second step of the waltz

    Despite a fairly significant rally beginning in October, European equity markets, battered by major outflows since the start of the crisis in Ukraine, recorded a correction over the year 2022 (-9.5%). Although European equities finished the year on a relative outperformance compared with the United States (-13.4%) and emerging markets (-15.1%)1, the year was still a source of concern for investors, who are now asking questions about what may arise in 2023.
At Candriam, we embrace Conviction and Responsibility in everything we do.
Vincent Hamelink, CEO

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