Candriam

What lies ahead for investors in 2025?   Nicolas Forest, Candriam’s CIO, highlights key trends shaping the investment landscape: ❧ Economic divergence between the U.S. and Europe ❧ Structural challenges like aging populations and climate change ❧ The transformative power of AI   Explore how these forces will influence portfolios in the year ahead.   Read the full article 👉 https://lnkd.in/eji4sqkD   Together we continue #Investing4Tomorrow #Outlook2025 #MarketInsights #EconomicDivergence 

We are honoured to announce that Candriam has been awarded the 𝐏𝐡𝐢𝐥𝐚𝐧𝐭𝐡𝐫𝐨𝐩𝐲 𝐀𝐰𝐚𝐫𝐝 at the 2024 𝐓𝐫𝐨𝐩𝐡é𝐞𝐬 𝐝𝐞 𝐥’𝐀𝐬𝐬𝐞𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 organized by Option Finance and Funds Magazine.   This recognition highlights our long-standing commitment to creating a sustainable and inclusive future through initiatives powered by the 𝐂𝐚𝐧𝐝𝐫𝐢𝐚𝐦 𝐈𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐞 𝐟𝐨𝐫 𝐒𝐮𝐬𝐭𝐚𝐢𝐧𝐚𝐛𝐥𝐞 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭. From social inclusion to environmental protection, education, and the fight against cancer, our philanthropic efforts are made possible by the dedication of our employees and partners worldwide.   Together, we continue to prove that responsible investing can drive meaningful impact. Thank you to our teams, partners, and everyone who believes in our mission and our projects. And of course thank you to Option Finance, Funds Magazine and the members of the jury for this amazing recognition.   #tropheesAM24 #PhilanthropyAward #TrophéesAssetManagement #Sustainability #CandriamImpact #Investing4Tomorrow

The latest episode of Market Matters from New York Life Investments dives into the market's reaction to the U.S. election results. With “Trump trades” taking center stage, Lauren Goodwin, CFA and Julia Hermann, CFA provide their expert take on which strategies to follow and which to fade. Curious about the implications of the election on market trends? Don’t miss this insightful discussion. 🎧 Listen here: https://lnkd.in/ebwVAeBp Together we continue #Investing4Tomorrow #MarketMatters #TrumpTrades #USMarkets #Insights

As 2024 comes to a close, we invite you to explore our 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 2025 series—a deep dive into the ten essential questions shaping next year's investment strategies.   From monetary policy shifts to the challenges of AI and banking, our experts will guide you through the opportunities and risks of 2025.   Start the journey with insights from Nicolas Forest, our CIO, in his article 2025: 𝘛𝘦𝘳𝘳𝘢 𝘐𝘯𝘤𝘰𝘨𝘯𝘪𝘵𝘢.   New analyses every week throughout December to help you build resilient, high-performing portfolios.   Read the first article 👉  https://lnkd.in/eA7Ntvvz Together we continue #Investing4Tomorrow #Outlook2025 #InvestmentInsights #MarketStrategy 

The healthcare and biotechnology sectors are navigating a new wave of uncertainty following the nomination of RFK Jr. as HHS Secretary. With critical policy views and a $1.7 trillion budget at stake, markets are on edge. Discover the key takeaways and investment opportunities: 🔗 https://lnkd.in/exJ7ffsR Together we continue #Investing4Tomorrow #InvestmentStrategy #Biopharma #HealthcareSector

Don't miss out on the opportunity to become a biodiversity-aware investor. The Candriam Academy’s new module is designed to equip you with the knowledge needed to take meaningful action. Enroll now and make a difference: 🔗 https://lnkd.in/eRK7Vfq6 𝐂𝐚𝐧𝐝𝐫𝐢𝐚𝐦 𝐀𝐜𝐚𝐝𝐞𝐦𝐲 – Training the next generation of responsible investors 🎓 #Investing4Tomorrow #BiodiversityAwareness #CandriamAcademy #SustainableInvestment

The latest 2024 Monthly Coffee Break newsletter has been dispatched last week. In case you missed it, here is a quick summary: 🔗 https://lnkd.in/eZMm5T5P ❧ Deal with Trump 2.0, by Asset Allocation team ❧ Positive on EUR rates against a backdrop of additional economic headwinds, by Fixed Income team ❧ Positive outlook for US equities, by Equities team ❧ MAGA – Make Alternatives Great Again, by Alternative Investments team Together we continue #Investing4Tomorrow

Emerging markets face unique challenges and opportunities under Trump 2.0, especially with China and tariffs in the spotlight. Charudatta Shende and Nicolas Jullien, CFA examine the potential impact on EM debt, the strong US dollar, and geopolitical developments.   Find out which regions might benefit and where we remain cautious. Full insights: 🔗 https://lnkd.in/eRy7ryaW Together we continue #Investing4Tomorrow #EmergingMarkets #China #USDollar #InvestmentRisks

Did you know? Index rebalancing impacts not just market prices but also creates unique opportunities and risks for investors. Damien Vergnaud’s latest study dives deep into the mechanisms and factors behind these shifts, helping you anticipate market movements effectively.   Discover how a hybrid approach of quantitative and qualitative analysis can unlock better investment strategies.   Read the full paper: 🔗 https://lnkd.in/epZ4fXsv Together we continue #Investing4Tomorrow #IndexRebalancing #InvestmentInsights #AlternativeStrategies

As ESG factors take center stage, the Fixed Income market is evolving rapidly. Green bonds are now joined by social and sustainability-linked bonds, providing more transparency and more opportunities for active management. Let Candriam guide you in evaluating these complex opportunities with a focus on governance, sustainability, and transparency. Discover Candriam’s sustainable approach to Fixed Income. 🔗 https://lnkd.in/ej3iHSEG Together we continue #Investing4Tomorrow