Candriam | Candriam.be

August 21, 2019

Reducing Portfolio Carbon: Exclusion vs Optimisation

Given that the energy, materials and utilities sectors are responsible for most of the CO2 emissions attributable to quoted companies, why not simply exclude these sectors from the investment portfolio?

August 28, 2019

Discover Candriam's best articles in H1 2019!

We are all looking forward to summer to take some time out and a well-deserved break… The ideal time for some beach reading (under a parasol) or, if you’re still in the office, at your desk, taking advantage of the summer slowdown.

August 14, 2019

Mounting political risks in Emerging Markets

In addition to renewed trade tensions between the US and China, political tensions, especially in Asia, have risen – China vs. Hong Kong, Japan vs. South Korea, India vs. Kashmir – triggering a rise in risk aversion for emerging assets.

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

09 September 2019

WHAT'S NEXT?

ECB president Draghi will give its penultimate press conference based on new macro projections and outline decisions on forward guidance, rates (including tiering) and asset purchases to counter low inflation and slowing growth.
On the data front, the US will release consumer-centric data: CPI, retail sales and consumer sentiment.
Also in the US, Thursday will see the first Democratic primary debate so far with the 10 leading candidates on stage at once.
As for the Brexit, events are expected to continue next week: another vote on whether to call an early general election, likely Royal Assent on the bill aiming to prevent a no-deal Brexit, and the government’s plan to prorogue Parliament.

Discover Candriam's Houseview for this week

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September 10, 2019

Candriam reaches all-time high AUM and announces carbon neutrality

Candriam today reports its half-year activities and business performance for 2019.

September 10, 2019

Candriam offsetting projects

Five years ago, Candriam defined its proactive strategy to reduce the environmental impact of its operational activities.

September 6, 2019

Time value, habit and lassitude

We are venturing further into unchartered waters. The ECB has announced that it may push short term rates further into negative territory and repurchase even more assets.

August 29, 2019

Why adding gold to our asset allocation makes sense

Our main convictions for H2 2019 were confirmed over the summer.

August 20, 2019

Candriam outperforms in 2019 PRI Assessment Reports

The PRI (Principles for Responsible Investment), the world’s leading proponent of responsible investing, has delivered its 2019 PRI Assessment Reports for its signatories.

August 20, 2019

Buy the dips

In July, markets consolidated their strong 1H 2019 performance.

August 19, 2019

Fed dovish, but not enough to make the cut

The month of July was going smoothly, with indices reaching new highs, until a tweet from Donald Trump rained on the parade.

August 15, 2019

The Trump, the FED and the USD

"Make America great again" is POTUS’s self-coined slogan. To effect this transformation, he is using the full panoply of economic tools at his disposal. This translates, in fiscal terms, into lower taxes.