Investing for tomorrow

Publicly-traded companises have begun to incorporate ESG performance metrics into their executives’ compensation packages as part of efforts to increase transparency on their accountability vis-à-vis shareholders. Almost three out of four S&P 500 companies (73 %) tie executive compensation to ESG performance in 2021 – an increase from 66 % in 2020.

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.

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.

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.

Bond investors did have a rough time in 2022. But a new era begun when central banks initiated their forced march of interest rates hikes, bringing some fresh opportunities to investors.

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

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.

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

The year of 2022 proved to be one of the most challenging and volatile for emerging market (EM) equities.

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.

After 2022, an “annus horribilis” for many investors, we believe that bond repricing now offers many opportunities.

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.

“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