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Malgorzata Kluba, Rudi Van Den Eynde, Oncology, Equities

World Cancer Day 2023

And we would rather not have to go through this – which would mean we won the battle and cancer is curable.
  • 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.
  • SRI, SFDR

    Stay on Top of SFDR

    Sustainable Finance Disclosures Regulation (SFDR), mandatory ESG disclosure obligations, was introduced by the European Union to improve transparency in the market for sustainable investment.
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Q&A, Geoffroy Goenen, Equities

A fundamental quality approach with risk-reduction techniques

Geoffroy Goenen, Head of Fundamental European Equity, And Pierre Longueville, Head of Derivatives, explain how their team takes a very different approach, investing in a portfolio of high-quality stocks based on rigorous fundamental analysis and then applying two different techniques to minimise its volatility – and maximise its risk-adjusted return.
Q&A, Health Care, Rudi Van Den Eynde

Biotech investing: is there a doctor in the house?

Rudi Van den Eynde, Head of Thematic Global Equity at Candriam, answers investors’ questions about a sector where depth of specialist knowledge is a prerequisite to consistent stock selection success.
Q&A, Wim Van Hyfte, Paulo Salazar

Can emerging markets be sustainable?

Innovative methodologies must be applied to ESG (Environmental, Social & Governance) investments in emerging markets, say Wim Van Hyfte, Ph.D., Global Head of Responsible Investments and Research, Jan Boudewijns, Co-Head Of Emerging Markets Equities, Paulo Salazar , Co-Head of Emerging Markets Equities, and Lamine Saidi, Senior Fund Manager.
Q&A, Equities, Paulo Salazar

Emerging markets equities: is the tide turning?

Paulo Salazar, Head of Emerging Markets Equities, and Lamine Saidi, Senior Fund Manager, explain improving sentiment towards emerging equity markets and describe how they search for pockets of growth.
Q&A, Emmanuel Terraz, Equities

Index Arbitrage

According to Emmanuel Terraz, Member of the Executive Committee and Head of Index Arbitrage Strategy since its launch in 2003, the explosion of the index management market has created opportunities for arbitragists able to take positions in securities affected by readjustments on the main indices.
Q&A, Geoffroy Goenen

Innovation: a true value creator

Innovation is the best corporate strategy for creating a sustainable competitive advantage and for driving future growth and profitability. Geoffroy Goenen and Antoine Hamoir believe that successful innovators have the ability to lead their industry, outclass the competition and exceed financial expectations.

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