Candriam | Candriam.at

21 Mai 2019

Adipositas – die neue weltweite Kinderseuche?

Adipositas und andere Stoffwechselkrankheiten haben in den letzten 50 Jahren stark zugenommen –so auch die damit verbundenen Kosten. Dies ist nicht nur ein Industrieländerproblem.

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20 Mai 2019

Vereinigtes Königreich: Das Hin und Her belastet das Wachstum

Im ersten Quartal 2019 betrug das Wachstum im Vereinigten Königreich auf das Jahr hochgerechnet 2 % gegenüber dem Vorquartal.

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17 Mai 2019

Jenseits des Handelskrieges

Weniger als 240 Zeichen an einem Sonntagnachmittag Anfang Mai waren genug, um den Handelskonflikt zwischen den beiden größten Volkswirtschaften der Welt wieder zu entfachen.

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COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

20 Mai 2019

WHAT'S NEXT?

512 million Europeans from 28 (!) member states will go to the polls electing the European Parliament from May 23rd to May 26th. Investors will closely watch the results given the rise of populist and national forces.
The Federal Reserve will publish the minutes of its last Federal Open Market Committee. Investors will be looking at hints of a possible rate cut to boost inflation.
From a macro-economic perspective, investors will look to the evolution of Germany’s business confidence (Ifo) and the Flash PMI of May for the euro zone.

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Discover Candriam's Houseview for this week

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Emerging markets: a world of opportunities

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SRI und Emerging Markets „Eine optimale Kombination“

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17 Mai 2019

Activity cycle remains firmly in the ‘downturn’ stage

The activity-cycle remains firmly in the ‘downturn’ stage after significant deceleration both in the US and the euro zone area, as cracks are appearing in economic releases for several regions.

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16 Mai 2019

Solid earnings season

European equities once again delivered positive returns. Unlike last month, the move higher was led by the cyclical sectors and by 2018 beaten-up stocks, with oversold cyclicals and euro zone banks the outperformers in Europe. Markets were driven by: 1) the ECB, which stayed dovish; 2) the improvement in global economic data; and 3) the earnings season which surprised positively.

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16 Mai 2019

Poking the dragon and playing with fire

Even before Donald Trump became President of the United States, while on the campaign trail he vowed to the American people that he would ensure fairer trade practices with the rest of the world, but mostly China. Trump’s inauguration was in January 2017.

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14 Mai 2019

In guidance we trust

Despite a cautious approach and scepticism over current market valuations from many active investors, the indices continued to push, up in the case of most of the equity markets.

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14 Mai 2019

Was Zuckerkonsum am Ende kostet

Als verantwortungsbewußter Investor analysiert Candriam die Positionierung der Portfoliounternehmen nach unterschiedlichen Kriterien.

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2 Mai 2019

Sell in May...?

The temptation to apply the old stock market adage is stronger than ever this year. The main equity markets have gained 12 - 20% since their lows in December 2018, which corresponds to relatively unrealistic annualised yields for 2019.

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23 April 2019

Krebs und Alterung: Die Umkehr des Unwiderruflichen?

Bessere Ernährung, eine gesündere Lebensweise und wirksamere Medikamente haben überall auf der Welt die Lebenserwartung steigen lassen.

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23 April 2019

Activity cycle in a “downturn” stage

The activity cycle now appears to have decidedly entered the “downturn” stage after some marked deceleration in the US, the euro zone and Canada (which has moved into the recession stage), as cracks appear in economic releases for several regions.

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