April 8, 2021

Sovereign Sustainability Topics: Rule of Law, and the United States

Within the Social Capital pillar of our model, one of the 131 Issues we monitor is the Rule of Law.

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April 1, 2021

Too fast, too strong?

Many equity indices are at all-time highs.

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March 22, 2021

Demand for ESG strategies lifts Candriam AUM to record €140 billion

CANDRIAM, a global multi-asset manager focused on sustainable and responsible investment, has reported significant growth during a year that was marked by a challenging environment

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March 19, 2021

Economic and financial outlook

At the end of 2020, some of the uncertainties that had weighed for many months (Brexit, American elections...) have dissipated

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March 19, 2021

Growth vs Value Style in European Equities, Chapter 2: Whiplash!

After the extraordinary outperformance of quality and growth stocks in the first half of 2020, the market inevitably had to rebalance a few exaggerations

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March 17, 2021

Challenging months in the wake of a sharp rise in yields

After over 10 months of positive performance in bond markets, February and March represented challenging months, in the wake of the sharp rise in yields that impacted bond markets across the globe

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March 17, 2021

Does ESG do what it says? The new SFDR requirements

How to ensure that an investment product described as 'Sustainable' does indeed deliver "What’s written on the tin", to paraphrase the British expression?

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March 15, 2021

Increasing yields pushing up Value stocks

European equities ended February with Value sectors such as banks outperforming

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March 15, 2021

Value Rocks

As the world economy continues to recover; since the vaccine announcement in early November, investors are positioning themselves for a re-opening of the economy and progressively rotating out of Work From Home-related investment themes

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