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December 3, 2018

2019 Big Shifts Ahead
Our Convictions, Your resolutions

Candriam’s countdown to 2019

Climate action: the long and winding road?

Sometimes current events run into each other, overlap, with one’s shadow overcasting the other.

November 5, 2018

The mid-terms: a non-event for the US economy?

Vital, seriously? The mid-term elections are fast approaching and, with them, a raft of questions, especially as regards macroeconomic issues.

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

10 December 2018

WHAT'S NEXT?

Inflation and core inflation rates will be published in key countries including the US, Germany and France. This will be the final important input of the year, following a soft US job report.
The European Central Bank will meet on Thursday and is expected to stop net purchases under the asset purchase programme at the end of the month.
ECB president Mario Draghi is reportedly confident that an agreement will be found between Italy and the European Commission.

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Emerging markets: a world of opportunities

October 26, 2018

SRI and Emerging markets: "A winning combination"

September 4, 2018

SRI: Best-in-Class

March 1, 2016

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November 27, 2018

Equity valuation : growth premium vs systemic risk

No matter how much is said about financial asset valuation, the topic is still shrouded in mystery. Nothing surprising about that: there are no rules or stable models, as an asset’s price, as always, is decided by the seller and the purchaser. It’s purely subjective; even so, man just cannot help doing the math to find pseudo-rules and reasons for pricing on financial markets.

November 23, 2018

Why "Bricks and Clicks" is the winning sustainable retailing model

Retailers are getting ready for one of the busiest shopping days of the year, Black Friday and Cyber Monday.

November 20, 2018

Growth stocks lead the market sell-off

European equities dropped in October, with quality/growth stocks, as a whole, underperforming, while Defensive sectors took advantage of the global risk-off mode to outperform – it was mainly the political turmoil over the Italian budget that weighed on investor sentiment.

November 19, 2018

Gradual interest rate rise in both the US and EMU

The activity cycle remained stable, following a sharp expansion phase in G4 countries, while momentum continues to stall.

November 16, 2018

India: After the shock of demonetisation, growth is firing on all cylinders

Following the slowdown triggered by the abrupt implementation of demonetisation measures and a new Goods and Services Tax (GST), steady growth has returned, exceeding 8% year-on-year in Q2 2018.

October 30, 2018

ESG factors as a remedy against populism

Not since the 1930s has the world been faced with such a wave of populism.

October 30, 2018

CO2 emissions declared personae non grata by the European Commission

In the wake of the Paris climate change agreement, the European Commission implemented fresh measures to consolidate its position as a global leader in clean vehicle production and consumption.

October 29, 2018

Equity market correction: Trying to buy the dip

Global equities have continued their early-October correction.

October 29, 2018

Is this cycle’s S&P 500 performance exceptional?

The financial industry classifies assets according to their risk profile and, for the sake of comparison, adjusts the actual performance of the risk taken.