Mensaje importante: Cuidado con las estafas de suplantación de identidad

Actualmente circulan mensajes y anuncios fraudulentos en plataformas de mensajería, incluido WhatsApp, que suplantan la marca Candriam y a profesionales de la inversión. Tenga en cuenta que Candriam nunca ofrece recomendaciones de inversión ni proporciona asesoramiento financiero a través de canales de redes sociales o plataformas de mensajería.

Últimas novedades

Descubra la experiencia de Candriam en deuda corporativa. Cómo entender, capear y dominar el riesgo de crédito con estrategias estructuradas y análisis. Descargar contenido prémium
  • Asignación de activos, Geopolitics

    Middle East Conflict

    Coordinated U.S. and Israeli strikes against Iran began on Saturday 28 February, while Iranian retaliation has spread across the region. Without any clearly stated intentions or objectives on the part of the United States of America, these events give rise to numerous hypotheses and uncertainties for the region in the coming months, as well as risks for investors.
  • Renta variable, AI, Felix Demaeght

    Software: ¿Provocará la IA un Saaspocalipsis?

    Los agentes de inteligencia artificial están pasando de la asistencia a la ejecución. La aparición de agentes de IA como Claude Cowork ha intensificado el debate entre los inversores: ¿podrían algunas partes del ecosistema de SaaS arriesgarse a hacer una desintermediación estructural?
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  • Asignación de activos
Asignación de activos, Monthly Coffee Break

Navigating the Straits

Financial markets have entered a phase where geopolitics, commodities and monetary policy are interacting more directly than at any point in recent years.
Asignación de activos

Digital Divide

The major US equity indices have gone nowhere. Since the late-October peak in Technology, the S&P 500 has moved sideways, masking what has in fact been a decisive rotation. Energy has rallied more than 20%, Materials close to 20%, and Consumer Staples well into double digits. Technology, by contrast, is down roughly 11% over the same period.
Asignación de activos

Battles on multiple fronts

The year opens with a global economy that is neither stalling nor accelerating decisively, but increasingly shaped by overlapping and, at times, conflicting forces. Growth .
Asignación de activos

Risk On, After All

Global growth is slow but steady, AI is driving investment cycles, and central banks are backstopping risk. Explore our 2026 outlook: equity conviction, monetary policy shifts, and the evolving role of gold and EM debt in balanced portfolios.
Asignación de activos

The fog is slowly lifting

Global markets enter November with better visibility than at any point this year – growth stronger than expected, inflation lower than expected and policy still broadly supportive.
Asignación de activos

Shut Down or Melt Up

Economic signals remain uneven, data visibility is clouded by the US government shutdown, and inflation is edging higher again.
Asignación de activos, Nadège Dufossé

France – Institutional Paralysis Likely to Persist

Since last Sunday (October 5), France has been plunged into a new political crisis — unprecedented under the Fifth Republic. Prime Minister Sébastien Lecornu resigned just a few hours after forming his government, due to partisan deadlock and his inability to build a stable majority.

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