Candriam | Candriam.se

September 16, 2019

ECB validates risk-on environment

As widely expected, the European Central Bank approved a new stimulus package on Thursday, cutting interest rates and stepping up bond purchases, without an end date, to support economic growth and inflation expectations.

August 21, 2019

Reducing Portfolio Carbon: Exclusion vs Optimisation

Given that the energy, materials and utilities sectors are responsible for most of the CO2 emissions attributable to quoted companies, why not simply exclude these sectors from the investment portfolio?

August 14, 2019

Mounting political risks in Emerging Markets

In addition to renewed trade tensions between the US and China, political tensions, especially in Asia, have risen – China vs. Hong Kong, Japan vs. South Korea, India vs. Kashmir – triggering a rise in risk aversion for emerging assets.

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

16 September 2019

WHAT'S NEXT?

The main event of this week is the US FOMC followed by Jerome Powell’s press conference. Markets expect another 25bp rate cut, following last July’s 25bp cut, which was the first rate cut since 2008.
The Bank of Japan, Bank of England and the Swiss National Bank will also publish monetary policy decisions.
In terms of data, we expect the Eurozone consumer confidence indicator and the CPI as well as industrial production data for the US and China.
In the UK, the Supreme Court will be examining the prorogation of Parliament. Further, Boris Johnson will meet EC president Jean-Claude Juncker.

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September 17, 2019

Activity cycle in a ‘downturn’ phase.

The activity cycle remains firmly in ‘downturn’ mode, with every country in the G10 region now in either ‘downturn’ or ‘recession’ territory.

September 17, 2019

Global stock markets suffered last month

European equities dropped throughout August, alongside particular weakness in the UK.

September 17, 2019

Windows of opportunities

Unsurprisingly, the US-China trade war is leaving many casualties in its path and has triggered collateral damage, including in the US, in the manufacturing sector, which is slowing down as well.

September 16, 2019

Buenos Aires, we have a problem!

Despite being a holiday period, August was an action-packed month!

September 10, 2019

Candriam reaches all-time high AUM and announces carbon neutrality

Candriam today reports its half-year activities and business performance for 2019.

September 10, 2019

Candriam offsetting projects

Five years ago, Candriam defined its proactive strategy to reduce the environmental impact of its operational activities.

September 6, 2019

Time value, habit and lassitude

We are venturing further into unchartered waters. The ECB has announced that it may push short term rates further into negative territory and repurchase even more assets.

August 29, 2019

Why adding gold to our asset allocation makes sense

Our main convictions for H2 2019 were confirmed over the summer.

August 28, 2019

Discover Candriam's best articles in H1 2019!

We are all looking forward to summer to take some time out and a well-deserved break… The ideal time for some beach reading (under a parasol) or, if you’re still in the office, at your desk, taking advantage of the summer slowdown.