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December 2, 2019

What does 2020 have in store for us?

Throughout the month of December, 20 questions and 20 answers will tell you all you need to know about the economic and financial outlook for 2020.

November 12, 2019

The impact of ESG investing in emerging market equities

Lower governance standards, increased risk of corruption, looser reporting standards –can applying Environmental, Social, and Governance factors benefit investors in Emerging Markets Equities?

November 7, 2019

The balance of Brexit risks has shifted

During October, Candriam shifted our views on the UK market.

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

02 December 2019

WHAT’S NEXT?

A number of critical events will set the agenda for markets running up to Christmas. Global PMIs and the US job report will shed light on the bottoming out process of the economic slowdown.
ECB President Lagarde will testify before the Economic and Monetary Affairs Committee at the European Parliament, an opportunity to discuss the strategic review of the monetary policy.
Political leaders of the Western World will gather for the 70th anniversary of NATO in London.
In Germany, SPD members will select a leadership duo which has the potential to shake up the ruling coalition and the country’s commitment to a balanced budget.

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November 14, 2019

Helping Those Who Help

October 18, 2019

04/07 Outlook H2 2019 – Is summer looking good for investors? How to position your portfolio?

July 4, 2019

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November 20, 2019

Sustainable emerging markets outperformance

Applied to emerging equities, environmental, social and governance criteria (ESG) are a key outperformance factor.

November 14, 2019

Will central banks take a breather?

The activity cycle (our in-house long term indicator) continues its negative spiral in 2019.

November 14, 2019

Gearing up for the last quarter

During the month of October, investor sentiment was lifted by two events: the United Kingdom concluding a deal with the EU (hence reducing the risk of no-deal Brexit) and Donald Trump’s Administration being seemingly close to signing a trade deal with China.

November 14, 2019

Geopolitical appeasement

The road ahead seems wider and clearer even if only for the next few months.

November 13, 2019

Why is there no bubble in the real estate investment companies sector?

Absurdity exists in the financial world. But in the real world, an asset is an asset and a debt a debt.

November 8, 2019

Developed Markets at record highs

European equities performed well, with global investors relieved by a potential Brexit deal and a better-than-expected earnings season.

October 30, 2019

Brexit: Daily update

October 24, 2019

China, a path fraught with pitfalls

President Trump regularly highlights that China has more to lose from a trade war than the US.

October 20, 2019

What happened on Saturday October the 19th?

The triggering of the Benn Act on Saturday reduces further the probability of a no deal Brexit on October the 31st as it is now up to the EU to decide whether or not it wants a no-deal Brexit in the coming days…