Florence. Pisani has been Global Head of Economic Research at Candriam since 2016, joining the firm in 2002 as a Macro-Economist from the French investment bank, CPR Gestion.
Florence is the co-author several books with colleagues Anton Brender and Emile Gagna. The most recent, “The macroeconomics of debt, Europe’s blind spot”, published in 2021, examined public borrowing and growth in a low-interest-rate world. Others include “The American economy : A European view” in 2018; “Money, finance and the real economy: What went wrong?” in 2015, and “The sovereign debt crisis: Placing a curb on growth” in 2012.
Florence. Pisani holds a Ph.D. in Economics from University of Paris Dauphine, where she also teaches.
Discover the latest articles by Florence Pisani, PhD
Outlook 2024, Nicolas Forest, Florence Pisani, Emile Gagna, Nadège Dufossé
On November 5, 2024, the American presidential election will be held. It will undoubtedly be the focus of market attention next year.
Outlook 2024, Nicolas Forest, Florence Pisani, Emile Gagna, Nadège Dufossé, Article
United States: What can we expect in the election year?
On November 5, 2024, the American presidential election will be held. It will undoubtedly be the focus of market attention next year.
Florence Pisani, Emile Gagna, Outlook 2024
Monetary policy: High rates... for how long?
Towards a more "normal" yield curve
Article, Outlook 2023, Equities, Macro, Fixed Income, Nadège Dufossé, Florence Pisani
Winter is approaching...
Will the central banks of developed countries succeed in their bid to bring inflation back to their 2% target by the end of 2024... without triggering a recession? Can China still avoid deflation? After a few months of calm, aren't rising oil and agricultural prices likely to further complicate the task of central banks?
Asset Allocation
Economic and financial outlook
As recently as the beginning of February, a total invasion still seemed unlikely. Since then, we have chosen to position for a potentially binary outcome, and have increased exposure to gold, the USD, the YEN, and the CHF, as well as to some commodities such as oil, while cutting our exposure to financials, reducing our equity exposure, and adding protection.