Candriam | Candriam.at

2 Dezember 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.

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12 November 2019

Die Auswirkungen von ESG-Anlagen in Schwellenländeraktien

Niedrigere Governance-Standards, erhöhtes Korruptionsrisiko, lockerere Berichterstattungsvorschriften: Können Anleger in Schwellenländeraktien von einer Anwendung von ESG-Kriterien (Umwelt, Soziales und Unternehmensführung) profitieren?

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7 November 2019

Das Verhältnis der Brexit-Risiken hat sich verändert

Im Oktober änderte Candriam die Einschätzung des britischen Marktes.

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COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

02 Dezember 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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Discover Candriam's Houseview for this week

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Subscribe to our Weekly Newsletter

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Discover our demographic strategy

14 November 2019

Helping Those Who Help

18 Oktober 2019

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

4 Juli 2019

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20 November 2019

Nachhaltige Schwellenländeraktien schneiden überdurchschnittlich ab

Bei Schwellenländeraktien sind ESG-Kriterien (Environment, Social, Governance = Umwelt, Soziales und Unternehmensführung) ein wichtiger Outperformance-Faktor.

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14 November 2019

Will central banks take a breather?

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

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14 November 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.

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14 November 2019

Geopolitical appeasement

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

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13 November 2019

Warum gibt es keine Blase bei den Immobilienfondsgesellschaften?

Absurditäten gibt es zwar in der Finanzwelt. Aber in der realen Welt bleibt ein Vermögenswert ein Vermögenswert und eine Schuld bleibt eine Schuld.

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8 November 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.

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30 Oktober 2019

Brexit: Daily update

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24 Oktober 2019

China, a path fraught with pitfalls

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

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20 Oktober 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…

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