Candriam | Candriam.be

July 28, 2020

Impact investing: a new business model

A new way of thinking about business is taking shape: an Impact Investment is made with the intention to generate positive, measurable social and environmental impact alongside a financial return.

July 27, 2020

How certain are we of the market trajectory in the second half of 2020?

In the first half of 2020, COVID gripped the global economy with the speed and unpredictability of the scariest of “black swans”.

June 29, 2020

Give a second life to your investments

The circular economy offers an alternative to limit pollution of the sea, air and land and reduce the overexploitation of natural resources.

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

03 August 2020

WHAT’S NEXT?

Global PMI data will be released and help assess whether the rebound in business activity from the Covid-19 lockdowns has been sustained into July. Growth could falter after the initial rebound.
Central bank meetings will take place in the UK, Australia, India, Russia and Thailand. The Bank of England is under particular scrutiny after recent wranglings over recovery prospects.
The US Bureau of Labor Statistics will release the monthly job report. Forecasts for the nonfarm payrolls predict little to no progress as the virus continues to spread.
The earnings season will continues with over 1,400 companies reporting. Less guidance than usual have been issued but results have positively surprised so far.

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February 19, 2020

Oncology Funding and Research Issues

February 20, 2020

The User’s Guide to Carbon Offsetting

March 5, 2020

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July 14, 2020

The V-shaped recovery seems to be confirmed…

The global stock market was the plaything of Bulls and Bears in June, with no clear direction and no clear winner.

July 14, 2020

Markets torn between monetary support and Covid-19 resurgence

June was a more volatile month, with markets – torn between the strong central bank and fiscal support on the one hand, and trade wars and the Covid-19 resurgence on the other – seeing sharp up and down movements.

July 14, 2020

Markets supported by stronger economic activity in June, but uncertainty about the virus outspread remains

We are witnessing a tug of war in financial markets.

July 14, 2020

A broken economy, but not a broken market

The progressive reopening of the economies around the world, coupled with a lot of media coverage on the relative virus-spread containment in Europe and Asia, along with the progress made in vaccine development, is keeping the market alive.

July 13, 2020

United Kingdom: it takes two to tango!

In April 2020, UK GDP was 25% below its start-of-year level: a severe shock but similar to that observed in other European countries.

June 26, 2020

Morning Comment

Every morning a new comment on the market situation.

June 18, 2020

A Just Energy Transition: Impacts on European Power Producers

European power generation companies are critical actors for the Just Transition to renewable energy. Candriam ESG analysts have surveyed and evaluated whether, and how, these companies are integrating the social consequences into their planning and decisions.

June 17, 2020

Very sharp upticks on spread products

April and May were marked by extremely strong rallies in markets across the globe, with risky assets seeing some form of the much-talked-about “V-shaped recovery”.

June 16, 2020

H2 2020 economic outlook: there will be no “return to normal”

Anton Brender and Florence Pisani examine the visible and invisible issues facing global economies and question the rate at which they are progressing towards an exit to the Covid-19 crisis.