Candriam | Candriam.se

June 29, 2020

Give a second life to your investments

The circular economy offers an alternative to limit pollution of the sea, air and land and reduce the overexploitation of natural resources.

June 16, 2020

H2 2020 economic outlook: there will be no “return to normal”

Anton Brender and Florence Pisani examine the visible and invisible issues facing global economies and question the rate at which they are progressing towards an exit to the Covid-19 crisis.

June 18, 2020

A Just Energy Transition: Impacts on European Power Producers

European power generation companies are critical actors for the Just Transition to renewable energy. Candriam ESG analysts have surveyed and evaluated whether, and how, these companies are integrating the social consequences into their planning and decisions.

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

29 June 2020

WHAT’S NEXT?

As lockdowns continue easing, the German IFO business survey and global flash PMIs ought to reflect the more positive momentum coming through.
Preliminary estimates for consumer confidence in the euro zone will be released. While in negative territory, expectations point to an improvement.
Active Covid-19 cases remain a key number to watch, in particular in South America, Russia, India and US states. Despite rising infections levels, the fatality rate in the US continues to fall.
The IMF will publish its revised economic forecast for global growth and is set to cut figures announced last April.

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June 26, 2020

Morning Comment

Every morning a new comment on the market situation.

June 17, 2020

Very sharp upticks on spread products

April and May were marked by extremely strong rallies in markets across the globe, with risky assets seeing some form of the much-talked-about “V-shaped recovery”.

June 16, 2020

Value run on Developed Markets

The global stock market continued its spectacular rebound in May, even after a stellar return in April

June 16, 2020

Decreasing Risk Premium Creates Opportunities in the euro zone

Although the peak in coronavirus is behind us, asset managers and investors find themselves again in unchartered territory: what does a “re-opening economy” look like?