Candriam | Candriam.se

April 1, 2020

An update on Thematic Equity

Covid-19 Series - Podcast #6

April 1, 2020

Morning Comment

Every morning a new comment on the market situation.

April 1, 2020

Covid could bring lasting change

We expect the Novel Coronavirus crisis will reshape society and the economy in permanent ways, with medium-term implications for investments.

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

30 March 2020

WHAT’S NEXT?

Global services and composite PMI’s will be published and should confirm what flash PMI’s anticipated: a sharp deterioration in soft data.
The US will publish the job report for March, a week after jobless claims skyrocketed to more than 3 millions.
The euro zone will publish the final figures for consumer and business confidence data and in Japan, the Q1 Tankan survey will be published.
Unless there are further emergency moves, central banks will take a back seat with no major meetings scheduled and speaker events called off.

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March 5, 2020

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March 31, 2020

An update on Fixed Income management

Covid-19 Series - Podcast #5

March 30, 2020

An update on Risk Arbitrage management

Covid-19 Series - Podcast #4

March 27, 2020

Cross-asset views: what are the conditions for a more persistent positive view?

In this unprecedentedly fast correction, our world has changed in a few weeks, forcing us to adapt as fast as we can to a “new normality”.

March 27, 2020

An update on Equity management

Covid-19 Series - Podcast #3

March 26, 2020

Covid-19 : Macro and Asset Allocation weekly update

The Covid-19 outbreak continues to spread, pushing nearly 3 billion people into containment. What are the short-, medium- and long-term consequences for the economy? And what positioning should be adopted in these (still) very agitated markets?

March 25, 2020