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July 17, 2018

Candriam Scores A+ in Principles for Responsible Investment for Fourth Straight Year

For the fourth consecutive year, Candriam has been awarded a score of A+, the top score available, by Principles for Responsible Investment (PRI).

July 13, 2018

Is China vulnerable to a trade war?

Up to now, the authorities have kept a tight rein on their economy.

July 6, 2018

Tit-for-tat

Investor sentiment has been dragged down by “trade fatigue”, with the outlook for global GDP growth facing downside risks.

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

16 July 2018

WHAT’S NEXT?

The Q2 earnings season will gather steam as US banks and tech heavyweights are set to report
As Jerome Powell is due to deliver his semi-annual Monetary Policy Report, we will learn how the risks to the upbeat outlook have changed
Geopolitical and trade related news will be dominated by the summit between Presidents Donald Trump and Vladimir Putin, and by the China-EU summit
The US Commerce Dept is due to start hearings to investigate if auto imports pose a national security threat or not, impacting Canada, Japan, Mexico and the EU
G20 Finance Ministers and Central Bank Governors meet at the end of the week to assess global financial stability

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Biotechnology, “a sector interesting on a long-term horizon”

June 12, 2018

Benefiting from the “uberization” of the economy

October 10, 2017

SRI: Best-in-Class

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July 10, 2018

Japan, land of rising uncertainties…

What is Candriam expecting in terms of development in Japan?

July 6, 2018

FIFA: the temptation of the East

The FIFA World Cup is not only one of the world’s largest sporting events, it is also one of the world’s largest marketing opportunities.

June 28, 2018

Emerging Market Equities: weathering the storm

After trailing developed and, in particular, U.S. equities for several consecutive years, emerging markets equities have staged an impressive rally since 2016.

June 26, 2018

Global equities are supported by solid earnings growth, especially in the US

Despite the fact that growth is less synchronized than last year, it is self-sustained and not easy to derail.

June 26, 2018

We are underweight in duration and negative on Italy

In recent weeks, US treasuries have rallied on the back of significant political risks and concerns over trade wars.

June 26, 2018

We favour US and Emerging equities

The region is still one of robust economic expansion but uncertainties have arisen recently (new Italian coalition, potential trade conflict with the US, weaker activity indicators).

June 22, 2018

How green is the World Cup?

In recent years, increased efforts have gone into making mega sporting events more sustainable, but will the pitches be the greenest part of World Cup 2018 in Russia?

June 21, 2018

How to deal with inflation fears

After 5 years of “lowflation” complacency and a persistent hunt for inflation revival that drove central banks to unprecedented QE intervention, inflation fears are finally returning across developed and emerging markets.