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January 10, 2019

2019 Outlook - Which way will the wind blow ?

For a few years now, international institutions, the IMF in particular, have been asking that the economic model focus more on sustainable and inclusive growth.

December 5, 2018

Technology: is the game over?

Amid investor despair in the second half of 2018 about the decline of technology stock prices, a little perspective is required.

December 4, 2018

Should we fear a bear market in 2019?

We have a strong tendency to prolong end-of-year markets trends into the following year.

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

14 January 2019

WHAT'S NEXT?

The UK parliament will vote on the withdrawal agreement negotiated between Theresa May and the European Commission.
Corporate earnings season will start in the US with the potential to partially restore or shake investor confidence in the current context of slowing global growth.
The partial US government shutdown will cause a delay in the publications of economic data: an unfortunate timing for the US central bank which has highlighted its data addiction.
In the euro zone, the November industrial production report is expected as well as Germany’s 2018 GDP reading. A small contraction of the GDP growth in Q4 cannot be ruled out after last week’s industrial production reports.

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December 17, 2018

Montreal Carbon Pledge – Candriam discloses its carbon footprint

As a signatory to the Montreal Carbon Pledge Initiative, Candriam discloses the carbon footprint of all its SRI funds.

December 12, 2018

Climate action: the long and winding road?

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

December 3, 2018

2019 Big Shifts Ahead Our Convictions, Your resolutions

Candriam’s countdown to 2019

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.