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Posts From Candriam

Cultivating Human Rights in the Food Supply Chain

Cultivating Human Rights in the Food Supply Chain

🕔15:12, 28.Sep 2023

We believe that investors have a role to play in advancing human rights in supply chains. At Candriam it is our conviction that companies which embrace sustainabilityrelated opportunities and challenges in combination with financial opportunities and challenges are the most

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Central Banks vs. Inflation: A Global Economic Odyssey

Central Banks vs. Inflation: A Global Economic Odyssey

🕔16:09, 26.Sep 2023

The original text, "Winter looms…", delves into the challenges central banks in developed countries face in targeting inflation without initiating a recession. The spotlight is also on China's struggle against deflationary pressures amidst real estate issues and stunted household demand.

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Asset Allocation: Finding the Right Balance for Your Portfolio

Asset Allocation: Finding the Right Balance for Your Portfolio

🕔10:30, 15.Sep 2023

This white paper explores the performance of several balanced portfolio allocations in various economic environments and provides insights into the impact of asset allocation on portfolio performance. In the first part of the article, we analyze the performance of two

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The landing seems to be a success… but the good news is widely anticipated

The landing seems to be a success… but the good news is widely anticipated

🕔07:57, 14.Jul 2023

In "The landing seems to be a success… but the good news is widely anticipated", Candriam assesses the forthcoming economic landscape. A recession is deemed avoidable across both sides of the Atlantic, though growth is anticipated to be sluggish. Central

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Groene Innovaties: De Rol van Biobrandstoffen in Energieonafhankelijkheid

Groene Innovaties: De Rol van Biobrandstoffen in Energieonafhankelijkheid

🕔13:22, 21.Jun 2023

In het rapport getiteld "Groene innovaties: Biobrandstoffen" belicht Candriam de urgente behoefte aan energieonafhankelijkheid, een kwestie die door de Russische invasie in Oekraïne is benadrukt. De afhankelijkheid van Europa van Russisch gas en olie is duidelijk geworden, vooral gezien het

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Biofuels: A Powerful Ally in Achieving Energy Independence

Biofuels: A Powerful Ally in Achieving Energy Independence

🕔14:38, 19.Jun 2023

In the wake of the recent Russian invasion of Ukraine, the necessity for energy independence has been underscored. With more than 40% of global oil production being supplied by 'OPEC+' nations and 60% of the European Union's oil demand consumed

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The SFDR’s Principal Adverse Impacts: A Shift in Sustainable Investment Practices

The SFDR’s Principal Adverse Impacts: A Shift in Sustainable Investment Practices

🕔08:53, 13.Jun 2023

In the essay "SFDR Part 5: Principal Adverse Impacts", the author elucidates the role of the Sustainable Finance Disclosure Regulation (SFDR) in ensuring transparency and standardization in sustainable investing. Over the years, investor interest in sustainable investment strategies has grown,

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Navigating Uncertainty: Central Banks, Financial Stability, and Price Stability

Navigating Uncertainty: Central Banks, Financial Stability, and Price Stability

🕔16:36, 15.May 2023

As the economic growth outlook brightens, investors are turning their attention to uncertainties in US and European financials, financial vulnerabilities, and persistent inflation. Central banks face a complex task in maintaining both financial stability and price stability. In response to

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ESG Considerations: A Comparative Study of the Banking Industry

ESG Considerations: A Comparative Study of the Banking Industry

🕔17:03, 11.May 2023

The banking industry's landscape varies dramatically on either side of the Atlantic. Europe is focused on regulatory issues, particularly around climate risks and disclosure, with new regulations set to take effect in December 2023. These rules will require banks to

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The Metaverse: Unraveling Its Origins and Potential Impact

The Metaverse: Unraveling Its Origins and Potential Impact

🕔10:25, 4.May 2023

The metaverse is poised to become an essential aspect of people's lives, encompassing various sectors such as gaming, retail, science, construction, healthcare, and education. This digital representation of reality enables users to connect with others instantaneously and participate in immersive

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Biodiversity: The Key to Sustainable Investments

Biodiversity: The Key to Sustainable Investments

🕔10:15, 3.May 2023

In this research summary, the author discusses the rising importance of biodiversity in investment decisions. As the fight against climate change gains momentum, investors and regulators are increasingly considering environmental sustainability in their portfolios. Biodiversity, a complex and multifaceted concept,

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Better outlook increasingly reflected in markets

Better outlook increasingly reflected in markets

🕔20:13, 25.Feb 2023

The better outlook on the growth/inflation mix for the year ahead has quickly been incorporated by risky assets, from equities to high yield via credit markets. As the extreme investor pessimism of last October is now in the distant past,

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European equities: Strong start supported by easing inflation figures

European equities: Strong start supported by easing inflation figures

🕔12:05, 25.Feb 2023

European equity markets made a very strong start to the year, supported by easing inflation figures, both in the US and Europe, the surprisingly quick end to the zero-Covid policy in China and the relatively mild winter that has defused

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SFDR: A new regulatory landscape for sustainable investment in Europe

SFDR: A new regulatory landscape for sustainable investment in Europe

🕔16:17, 22.Feb 2023

Part 4: Taxonomy What is the EU environmental taxonomy? The European Union’s environmental taxonomy is a classification system that translates the EU’s climate and environmental objectives into criteria for economic activities to be considered “environmentally sustainable” or “green”. For an

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Sovereign Sustainability Report 2022

Sovereign Sustainability Report 2022

🕔10:12, 15.Dec 2022

Our sustainable strategies have often been in a minority with their clear stance against investing in the sovereign debt of autocracies. Having rationalised the annexation of Crimea, many academics, politicians, and investors believed that as long as business is flowing,

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Smile! CTA convexity is not lost . . .

Smile! CTA convexity is not lost . . .

🕔09:21, 12.Dec 2022

As a category, CTAs1 offer an investment which is uncorrelated with the major investment asset classes. Some of this ability to ride through volatile markets results from their so-called ‘convexity’ to changes in underlying asset prices. This valuable convexity has

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Sovereign Sustainability Report 2022

Sovereign Sustainability Report 2022

🕔13:08, 8.Dec 2022

Our sustainable strategies have often been in a minority with their clear stance against investing in the sovereign debt of autocracies. Having rationalised the annexation of Crimea, many academics, politicians, and investors believed that as long as business is flowing,

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Biodiversiteit: De volgende stap in duurzaam beleggen?

Biodiversiteit: De volgende stap in duurzaam beleggen?

🕔12:30, 7.Dec 2022

De biodiversiteit van onze planeet – de verscheidenheid aan dier- en plantensoorten – stort in. Ze neemt af in een tempo dat tientallen tot honderden malen hoger ligt dan het gemiddelde in de afgelopen 10 miljoen jaar. Het tempo neemt

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Investing for a circular future

Investing for a circular future

🕔17:08, 5.Oct 2022

Completing the circle of life Source To invest in the transition to a circular economy requires an investment-oriented framework. Broad frameworks, such as the EU Taxonomy, are available and their definitions are becoming more precise, but they are not sufficient

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Emissions Saved and Avoided: Capital Goods

Emissions Saved and Avoided: Capital Goods

🕔16:27, 15.Aug 2022

Capital Goods Companies, the Enablers of the LowCarbon Industrial Revolution As an ever-increasing number of nations announce ambitious climate objectives, the global economy is embracing net zero carbon as a common direction. For example, the European Union targets a 55%

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SFDR: A new regulatory landscape for Sustainable Investing in Europe

SFDR: A new regulatory landscape for Sustainable Investing in Europe

🕔16:56, 8.Aug 2022

Part 1 – Five Things to Know about SFDR in June 2022 Breaking Waves In March 2021, a regulatory wave hit the shores of the European Union, SFDR Level 1. It was the first in a series of rules and

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Interest rates go up: a threat or an opportunity for Commodity Trading Advisor (CTA) strategies?

Interest rates go up: a threat or an opportunity for Commodity Trading Advisor (CTA) strategies?

🕔07:58, 30.May 2022

After several decades of riding a government bonds bull market, investors are now looking for alternative drivers of return. Commodity Trading Advisor (CTA) strategies, with their ability to make gains in rising, as well as falling markets, have historically been

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Portfolio Insights: Introducing illiquid assets into a global multi-asset portfolio

Portfolio Insights: Introducing illiquid assets into a global multi-asset portfolio

🕔14:57, 9.May 2022

Executive Summary We demonstrate the building blocks for investors who may either be considering allocating to illiquid assets for the first time, or who want to gain a greater understanding of how much capital they should invest in illiquid assets.

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Time is of the essence

Time is of the essence

🕔14:30, 28.Mar 2022

A slowdown in global growth coupled with uncomfortably high inflation The war in Ukraine has added new uncertainties for investors. The most immediate economic impact is an upward revision in inflation forecasts for this year to 5.0% and a downward

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Investment views for uncertain times

Investment views for uncertain times

🕔11:57, 18.Jan 2022

One year after the discovery of anti-Covid vaccines, financial markets will soon have left (or slowly leaving) the pandemic behind. The economy has not.  This is demonstrated by the numerous disruptions among supply chains, on labour markets or on commodity

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Going with the trend

Going with the trend

🕔16:13, 23.Nov 2021

How CTAs work and what they can do in the age of low interest rates Commodity Trading Advisor (CTA) strategies are an investment success story. They have attracted large inflows of assets, drawn in by their ability to generate returns

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The evolution of thematic investing and ESG

The evolution of thematic investing and ESG

🕔09:45, 30.Sep 2021

Evolving nature of thematic investing One could argue that thematic investing started off with sector investing, where an investor could make a bet on a particular industry they thought was poised for growth (for example, information technology in the late

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Cryptocurrencies and ESG: a contradiction in terms?

Cryptocurrencies and ESG: a contradiction in terms?

🕔16:11, 28.Jul 2021

What kind of an asset is it? Its origins: how did decentralised finance give birth to blockchain database? How a number of ESG concerns are related to the way different cryptocurrencies have been structured and programmed to function? What's next

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Agrochemical Long-tail Risks: Can Dead Bees Sting?

Agrochemical Long-tail Risks: Can Dead Bees Sting?

🕔08:59, 27.Jul 2021

As responsible investors, Candriam engages along the full food value chain, especially food retailers. We support better product safety practices for food. If a pesticide is banned in one country but permitted in another, that chemical can still enter the

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Outlook: Stay the Course!

Outlook: Stay the Course!

🕔11:40, 5.Jul 2021

The first half of 2021 has been positive for risky assets, supported by the successful vaccine roll out and the reopening of major economies. While the COVID pandemic should remain a health issue for the world population during the coming

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Facial Recogntion and Human Rights: Investor Guidance

Facial Recogntion and Human Rights: Investor Guidance

🕔09:52, 21.Apr 2021

Facial Recogntion and Human Rights: Investor Guidance Technology has brought the world some wonderful benefits – and some wonderful investments. Technology has allowed many professional workers to continue their jobs from their homes during the current pandemic. President Biden conducted

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Facial Recognition and Human Rights: Investor Guidance

Facial Recognition and Human Rights: Investor Guidance

🕔10:38, 6.Apr 2021

Technology has brought the world some wonderful benefits – and some wonderful investments. Technology has allowed many professional workers to continue their jobs from their homes during the current pandemic. President Biden conducted a significant portion of his election campaign from his basement. Yet we must be aware in any new technology that unintended consequences can arise.

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Wat zijn onze verwachtingen voor de markten 2021?

Wat zijn onze verwachtingen voor de markten 2021?

🕔15:24, 15.Jan 2021

Het verschil tussen de financiële markten en de reële economie leek nog nooit zo groot als in 2020. Men hoopt weliswaar dat de tweede golf van COVID-19 in Europa, het zwaarst getroffen continent, zal verzwakken, maar de epidemie blijft zich

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Sovereign Analysis: Natural Capital vs the Nature of Capital

Sovereign Analysis: Natural Capital vs the Nature of Capital

🕔15:06, 26.Nov 2020

“A community already exists within finance which is committed to adding value for investors, while collectively changing the world. Both we and the next generation deserve nothing less.” – Vincent Hamelink, Chief Investment Officer  We believe that the inflection point

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Hydrogen power – Enabling a virtuous decarbonisation

Hydrogen power – Enabling a virtuous decarbonisation

🕔11:18, 18.Nov 2020

In this paper, we look at hydrogen technologies from the environmental standpoint, as well as key factors supporting its future development, such as investment, current projects and government support.

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Circular Economy: Paradise Restored?

Circular Economy: Paradise Restored?

🕔10:57, 26.Oct 2020

– Summary – Once upon a time, in the 1970s, the tiny Pacific island of Nauru had the highest income per head in the world after Saudi Arabia. The money has come from phosphate mining by Britain, Australia and New

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Re-sourcing our Planet

Re-sourcing our Planet

🕔15:18, 25.Sep 2020

Can you quickly explain to us what the circular economy is? The circular economy is defined in opposition to the classical linear economy. The latter is based on the three-phase extractfabricate-dispose notion, which draws on …

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Circular Economy: Paradise Restored?

Circular Economy: Paradise Restored?

🕔13:01, 24.Sep 2020

In the 1970s, the tiny Pacific island of Nauru had the highest income per head in the world after Saudi Arabia. The money has come from intensive mining of its ample phosphate reserves, built up over countless years by the

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IMPACT: Dual-Purpose Investing

IMPACT: Dual-Purpose Investing

🕔07:58, 7.Aug 2020

An Impact Investment is “made with the intention to generate positive, measurable social and environmental impact alongside a financial return”. So says the Global Impact Investing Network1. Across Candriam, for all investments, we hold the conviction that those companies which

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Coffee Break

Coffee Break

🕔11:06, 5.Aug 2020

– De coronapandemie heeft de Amerikaanse economie met 32,9% doen krimpen kwartaal-op-kwartaal (op jaarbasis). – Het Amerikaanse Congres is het nog niet eens geraakt over steunmaatregelen voor het coronavirus, ter …

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Vooruitzichten: gekende en dus verwachte risico’s in het tweede halfjaar?

Vooruitzichten: gekende en dus verwachte risico’s in het tweede halfjaar?

🕔08:08, 31.Jul 2020

Is de gezondheidscrisis die we op dit moment doormaken een ‘zwarte, grijze of witte zwaan’ voor de financiële markten? De kleur die we aan deze gebeurtenis toekennen, is afhankelijk van de voorspelbaarheid ervan. Nassim Taleb, die aan de oorsprong ligt

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Ons centrale scenario gaat uit van een beperkte impact van de crisis

Ons centrale scenario gaat uit van een beperkte impact van de crisis

🕔07:57, 14.Jul 2020

De voorbije week in een notendop De Amerikaanse economie creëerde in juni 4,8 miljoen banen, terwijl de werkloosheidsgraad er daalde tot11,1 %. Daarna begon het coronavirus zich sneller te verspreiden in de VS, waardoor de verdere heropening van de …

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A Just Energy Transition: Impacts on European Power Producers

A Just Energy Transition: Impacts on European Power Producers

🕔09:45, 22.Jun 2020

European power generation companies are critical actors in a Just Transition to renewable energy. At Candriam, as ESG analysts we have surveyed and evaluated the extent to which these companies are integrating the social consequences into their planning and decisions.

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Navigating the Alphabet Soup

Navigating the Alphabet Soup

🕔16:34, 8.May 2020

A guide to sustainable investing In recent years, investors have become increasingly interested in strategies that incorporate non-financial factors in the investing process. A 2018 report from the Forum for Sustainable and Responsible Investment (US SIF) stated that U.S. assets

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Nieuwe gevallen van coronavirus buiten China drijven markten naar beneden

Nieuwe gevallen van coronavirus buiten China drijven markten naar beneden

🕔15:00, 15.Apr 2020

Europese aandelen: moeilijke maand De Europese aandelen beleefden een moeilijke maand. Hoewel ze sterk begonnen en de zorgen over het coronavirus van zich af schudden, zorgde het stijgende aantal gevallen buiten China voor een forse koersdaling eind februari. Door de

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De Fed hield voor de 8ste keer in de voorbije 25 jaar een spoedvergadering

De Fed hield voor de 8ste keer in de voorbije 25 jaar een spoedvergadering

🕔06:59, 19.Mar 2020

De voorbije week in een notendop De Amerikaanse economie creëerde 237.000 nieuwe jobs en deed het dus beter dan de verwachte +175.000. De cijfers betreen evenwel een periode waarin nog geen geval van het coronavirus in de VS was gemeld.

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COVID-19: Assessing the economic impact

COVID-19: Assessing the economic impact

🕔12:29, 4.Mar 2020

Upcoming data on the spreading of epidemic and on recent economic developments indicate that Covid-19 will deal a blow to global growth, but we believe that the shock will be temporary.  What’s new? As we wrote a couple of days

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Kortstondig rumoer of langdurige ontsporing?

Kortstondig rumoer of langdurige ontsporing?

🕔11:47, 28.Feb 2020

De voorlopende indicatoren blijven op koers, maar de nieuwsberichten wegen mogelijk op de stemming onder beleggers. Tot de gemengde berichten behoren een sterke Amerikaanse aandelenmarkt maar dalende olieprijzen en rentes. Als vermogensbeheerders moeten we het hoofd koel houden. Om door

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Coffe Break February 2020

Coffe Break February 2020

🕔08:49, 20.Feb 2020

De voorbije week in een notendop:  Bernie Sanders en Pete Buttigieg staan aan de leiding na de caucus van Iowa en de voorverkiezingen in NewHampshire. Michael Bloomberg nam niet deel. Met een bbp-groei van slechts 0,1 % in het vierde

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Wat een verschil in een jaar tijd!

Wat een verschil in een jaar tijd!

🕔14:28, 13.Feb 2020

2020 is begonnen met de ondertekening van een gedeeltelijk handelsakkoord door de VS en China. Wat een verschil in een jaar tijd! De handelsoorlog die heel 2019 heeft gewoed, de aandelen uit de groeilanden naar beneden heeft getrokken en de

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