Nadège Dufossé, Florence Pisani, Asset Allocation, Macro, Equities, Fixed Income, Outlook 2023
Candriam’s Outlook 2023
It's back-to-school time, and time for investment decisions... Will the US fall into recession?
Latest insights
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Sophie Deleuze, Corporate, ESG, ArticleEngagement report 2022: Where do we go from here?
At Candriam, we are both more active and more demanding in our engagement activities, an attitude shared by several other investors, mostly European. -
Absolute ReturnEquity Market Neutral Update
A relatively buoyant environment for Equity Market Neutral strategies.
37 results found
Covid-19, Equities, Monthly Coffee Break
Omicron brings COVID-19 fears back to the surface
Economic data were mixed in November in Europe.
Asset Allocation, Covid-19, Nadège Dufossé
Reopening accentuates China’s strength
Just in time for the 100th anniversary of the foundation of the Chinese Communist Party in July, Chinese equities are bouncing back
Asset Allocation, Covid-19, Thibaut Dorlet
Virus vs Vaccine - Again
A new wave of Covid-19 has washed across the world in 2021, with negative impacts on figures globally
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
Covid-19, Diliana Deltcheva, Fixed Income, SRI
Ignore Environmental Risks at your Peril
The pandemic of 2020 has clearly shown that we can no longer ignore the economic and social costs of unbridled environmental decimation.
Covid-19, Video
Real estate: a still appealing asset class?
Despite the challenges posed by the COVID-19 lockdowns, real estate has continued to see inflows from investors, many of whom are searching for sources of income in the low interest environment.
Covid-19, Video, Anton Brender, Florence Pisani
H2 2020 economic outlook: there will be no “return to normal”
In order to combat the spread of the coronavirus, governments shut down entire segments of their economies, while also rapidly providing massive support packages. Despite the depth of the measures undertaken so far, they will undoubtedly be insufficient to put the global economy back on track in the short term.