The increase in rates in the US continued throughout the month of March.

Below their relatively calm surface, the equity markets remained rather turbulent, driven by investors rotating out of defensives and into cyclical sectors

The recovery is gaining momentum around the world driven by strong tailwinds

Europe, traditionally more value/cyclical oriented than US, slightly outperformed the US as interest rates steepened

Within the Social Capital pillar of our model, one of the 131 Issues we monitor is the Rule of Law.

The World Bank expects $4 trillion of investment over the next 15 years in the effort to restrict the global rise in the post-industrial temperature to well below 2⁰C

Many equity indices are at all-time highs.

CANDRIAM, a global multi-asset manager focused on sustainable and responsible investment, has reported significant growth during a year that was marked by a challenging environment

At the end of 2020, some of the uncertainties that had weighed for many months (Brexit, American elections...) have dissipated