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A megatrend is a large-scale pattern or movement that has a major long-lasting impact on global societies. Candriam has identified four megatrends that are likely to cause major shifts on a global scale and create opportunities for long-term investors.
Candriam joins the call to standardise extra financial ratings
Candriam is one of 22 French companies to have signed a declaration inviting issuers to mention their ESG rating as well as their financial rating.
Enter the 3rd dimension
December 18, 2017
Central bankers of the two most powerful institutions delivered their presents in advance: the ECB upgraded its growth forecasts aggressively to 2.3% in 2018 (above the expectations of the EU Commission and the OECD) and the Federal Reserve increased its median projection for growth in 2018 to 2.5%, taking the fiscal stimulus into account.
In the US, industrial output increased by 0.2% in November, less than expected due to a drop in utilities.
European indices ended the week lower.
Dovish messages from the Fed and the ECB last week.
Weekly Market Overview
The World Health Organization (WHO) has warned that we are fast approaching a “post-antibiotic era”.
December 15, 2017
European CEO magazine has named Naïm Abou-Jaoudé "Best CEO in the sustainable investment industry".
One year has passed since Donald Trump was elected to the White House.
Emerging markets continue to benefit from improved fundamentals after two years of solid performance on both the hard currency and local currency debt markets (in USD terms).
The growth differential between the US and the Eurozone, as well as a more favourable current-account deficit, clearly mandate for an overweight on the single currency versus the greenback and we estimate the fair-value EUR vs. USD to be at 1.25.
The slowing debt cycle, tighter credit spreads and reduced central bank support had already enticed us to take a rather cautious view on the corporate bond universe.
A decade of central bank intervention, which has included low interest rates and bond-buying programmes across the developed markets
December 14, 2017
We expected 2018 to be another year of above-trend economic growth and continue to favour equities versus bonds.
Driven by the seemingly imminent tax reform, the US did rather well in November, reaching new highs, while Europe struggled somewhat on political concerns, mixed earnings revisions and a somewhat stronger euro.
Anton Brender
Chief Economist
Florence Pisani
Global Head of Economic Research
Geoffroy Goenen
Head of Fundamental Europe Equity Management
Isabelle Cabie
Global Head of Responsible Development
Jan Boudewijns
Head of Emerging Equity Management
Koen Popleu
Deputy Head of Fundamental Equity Management
Koen Van de Maele
Global Head of Investment Engineering
Nadège Dufossé
Head of Asset Allocation
Nicolas Forest
Global Head of Fixed Income Management
Patrick Zeenni
Deputy Head of High Yield & Credit Arbitrage management
Philippe Noyard
Head of High Yield & Credit Arbitrage management
Rudi Van den Eynde
Head of Thematic Global Equity
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Article 173
