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.
Latest insights
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Equities, Geoffroy Goenen, Value vs GrowthThe 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, SFDRStay 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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Geoffroy Goenen
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.
Equities, Geoffroy Goenen, Value vs Growth
European markets or the three-step waltz
Since the beginning of the year, the European market – like its peers - has suffered a severe correction. Market participants are watching out for the low point, the green light that will allow the market to reposition itself for the long term.
Equities, Geoffroy Goenen, Value vs Growth
Value vs. Growth: what’s next?
As expected, the rise in long yields has speared a strong style rotation – see our article published in November 2021. Investor appetite for value stocks, coupled with significant profit-taking on growth stocks, has led to “value” companies outperforming their “growth” peers by almost 12% in January 2022So where are we now? And is “value” becoming “overvalued”?
Geoffroy Goenen, Highlighted, Outlook 2022
Innovators: sustainable companies at the forefront of low return markets?
Central bank support during the COVID-19 pandemic has been good for investors
Equities, Geoffroy Goenen, Value vs Growth
Growth vs Value Style in Equities, Chapter 3: our vision for 2022
After five months of a strong rotation in styles towards “value” stocks and profit-taking on “growth” stocks, the market has once again placed its trust in fundamentals and favoured growth stocks
Video, Equities, Geoffroy Goenen
Is there still value in growth?
During our Webinar, Geoffroy Goenen - Head of Fundamental European Equities at Candriam - shared with us his outlook for European markets and gave us an insight into where he and his team continue to find sustainable growth and long-term innovation in Europe. Further, he gave us a strategy update on the funds managed by the team. You couldn't attend our webinar but want to hear the story? Please find below the replay of our Webinar
Covid-19, Equities, Geoffroy Goenen, Value vs Growth
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
Geoffroy Goenen, Outlook 2021
Is there an ESG bubble?
Which intangibles today support corporate value creation?