Candriam | Candriam.be

October 11, 2018

Is there any green under the hood? Energy transition metals

Faced with climate change, transportation and energy are the 2 key sectors in terms of sustainable energy transition. Can automobiles change the world?

October 18, 2018

Euro area: Driving down the road

The recent weakness in industrial production – especially in Germany – is at odds with other indicators (economic sentiment index, perceived demand, …).

October 17, 2018

US market sell-off: Multi-Asset Strategy Update

A rather long list of risks, combined with an extreme positioning, triggered an equity market sell-off in the US on 10 October.

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

15 October 2018

WHAT’S NEXT?

Italy will submit a draft of its budgetary plan to the European Commission.
The Fed will release the minutes of its last committee, likely showing more colour on the hiking path underway.
Towards the end of the week, the EU council hopes to sign off a “Brexit” deal.
Both in the US and China, investors will analyse the publication of industrial production figures. In Germany the ZEW economic sentiment survey will catch investors’ attention.
Q3 earnings releases in the US will pick up steam, allowing investors to focus on fundamentals.

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Together, let’s build a sustainable future

September 27, 2018

SRI and Emerging markets: "A winning combination"

September 4, 2018

SRI: Best-in-Class

March 1, 2016

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October 18, 2018

Aluminium, from planes to automobiles

Responding to climate change issues has obliged the automotive sector to review its practices and develop vehicles which consume less energy and are lighter in weight.

September 27, 2018

Together, let’s build a sustainable future

Today, more than one billion people are deprived of drinking water. Faced with such inequality, sustainable growth seems a myth. More than ever, we have to create a collective response that will lead society to a sustainable future. And we know just how to do that...

September 24, 2018

Wall Street: There is a light that never goes out

The market always needs a good story to buck it up.

September 24, 2018

Positive growth, attractive valuations, and upward-revised earnings lead us to remain overweight equities

Increasing risks, such as the trade war, a slowdown in emerging markets, and political risks in the euro zone could impact global expansion.

September 24, 2018

Robust economic environment, despite increasing trade-war risks, solid earnings growth and attractive valuations

Slower, but robust and self-sustained, expansion in the euro zone

September 24, 2018

Stable activity cycle and predictable central banks

Government bonds: tactically short on the lower end of the US curve

September 12, 2018

CANDRIAM divests from coal and tobacco

CANDRIAM announces that it will extend the scope of controversial activities exclusion for all its assets to thermal coal, tobacco and chemical, biological and white phosphorus weapons.

September 11, 2018

Goods vs services

Donal Trump has proven to be a different type of president. His policies, which have no real precedent in recent US history other than his highly direct communication methods, can be resumed as follows: 1) policies based on economic patriotism and 2) stimulus policies despite an overheating economy.