Candriam | Candriam.se

May 19, 2020

Which future for your illiquid assets?

What does Covid-19 mean for real estate investing in the US? How does NYLife Real Estate Investors approach new investments with all these questions?

May 15, 2020

Growth vs Value Style in European Equities: Whiplash!

Since the Global Financial Crisis, Growth equities have significantly outperformed Value equities in Europe.

April 28, 2020

Candriam supporting the battle against COVID-19

Candriam gives financial support to six associations combating COVID-19

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

02 June 2020

WHAT’S NEXT?

In the context of an US election in 5 months the “hold China accountable” rhetoric is growing. Investor sentiment is hurt as punitive action on global trade is feared.
The ECB could announce an increase in its Pandemic Emergency Purchase Programme. The ECB will detail its forecasts on the economic contraction in 2020 (in an expected range of -8% to -12%).
The monthly US job report will be released and is expected to shed further light on the damage created by the coronavirus lockdown. Last week’s decline in continuing claims are a ray of hope.
Brexit will return to the headlines as another negotiating round between the UK and the EU takes place.

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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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June 5, 2020

Morning Comment

Every morning a new comment on the market situation.

May 18, 2020

The delicate dance of de-confinement

Governments have started laying out plans to reduce confinement.

May 18, 2020

Gradual re-opening of the economy, new hope for investors

European equities bounced back from their lows in April

May 15, 2020

Diversifying investments with US Private Equity

Covid-19 Series - Podcast #20

May 14, 2020

Covid-19: Macro and Asset Allocation update

While a U-shaped recovery in Chinese activity seems to be gradually taking place, we are convinced that we have not yet seen the depth of the economic shock in Europe.

May 14, 2020

The case for a common European debt

Who will foot the bill?

May 14, 2020

Down like a rock, up like a rocket

It may seem puzzling that, after a market crisis without precedent, some parts of the market are almost back at pre-crisis levels even though visibility is as low as before.

May 13, 2020

Which future for your thematic investment portfolio?

Is investment in thematic equities threatened by the crisis that shook the markets from the very start?

April 30, 2020

Covid-19: Macro and Asset Allocation update

While a U-shaped recovery in Chinese activity seems to be gradually taking place, we are convinced that we have not yet seen the depth of the economic shock in Europe.