OVER TO OUR EXPERTS Articles & analyses

Candriam, which considers the company’s human capital its greatest asset, is especially proud of the loyalty and longevity of its investment teams. At Candriam, it’s not unusual to find strategies that have been managed by the same people for more than 20 years!

Consequently, the convictions we apply within our funds, solutions and investment services are borne of the accumulated experience of teams that have outlasted numerous market cycles and weathered different crises.

ecommerce

One small click, one major problem?

 | NEWS

How can the environmental cost of the e-commerce boom be fairly assessed? Nowadays, as every industry and trade sector claims transparency over its environmental impact, and to be working on mitigating it, it would seem particularly timely to examine the issue from the specific viewpoint of its impact on climate change.

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AI

Artificial intelligence: a revolution is underway

 | NEWS

Artificial intelligence (AI) is about to revolutionise the diagnosis, surveillance and treatment of several diseases. Driven by technological development and research progress, growth in the AI market will surge over the next decade. An explanation.

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Recycling

Recycling – investing in tightening European standards

| NEWS

As the European Union (EU) gets tougher on recycling, investors can look forward to new opportunities in the push on making circular economy happen.

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China

How to invest in Chinese equities?

| NEWS

Today, international investors can access the Chinese equity market, which is one of the largest and most dynamic in the world, via China A-Share class equities. Investors should be aware however that although this market has many advantages, it is best suited to active qualified investors.

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Hydrogen

The case for active portfolio management in 2021: Key points to remember

| NEWS

We expect that the roll-out of vaccines, combined with political support, will accelerate growth beyond the automatic catch-up following the recovery from the “Great Lockdown”.

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Hydrogen

Hydrogen power enabling a virtuous decarbonisation loop

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Hydrogen is already attracting large inflows of “smart money” from sophisticated investors as recent technological advances are making hydrogen a potential catalyst for closing the loop of renewable energy generation. A very important part in achieving the goals of the Paris Agreement will play carbonneutral sources of energy, including new types of fuel and technology for road transport and aviation.

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Pandemic

Pandemic: the game-changer

| NEWS

After a year of twists and turns, 2020 is ending in the same funny old way it started. In early November, in the space of barely a few days, two major events – Joe Biden’s victory in the US presidential campaign and the discovery of anti-Covid vaccines (with, going by the clinical trials, a very high efficacy rate) – are bringing new perspectives to our world and our economy.

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US Elections

Effective investment on the eve of a presidential election that’s pitting one American against the other

| NEWS

Rarely has American society been split to this extent. Two radically different campaigns pitting supporters of sitting Republican president Donald Trump against those of Democrat challenger Joe Biden. Such a sharp division is making it particularly difficult to predict market movements, especially amidst the current health crisis.

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US Elections

Will Congress make or brake the next president of the United States?

| NEWS

Never has the gap separating Republicans and Democrats been so wide, and the upcoming presidential election could split the country even more.

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US Elections

US elections: get your programme here!

| NEWS

You think that social inequalities, the healthcare system, the Covid epidemic and global warming will be the main preoccupations among US citizens when electing their next president?

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Conviction and responsibility in action

In Search of Paradise Lost

| NEWS

Once upon a time, there was a small Pacific island called Nauru, whose per capita income, back in the 1970s, was, globally, second only to Saudi Arabia …

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Conviction and responsibility in action

Can aviation turn the sky blue?

| NEWS

The Covid-19 crisis creates a once-in-a-generation window of political opportunity to tackle other global issues with bold and far-reaching measures.

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Conviction and responsibility in action

Having it all: the long-term Turtle and the short-term Hare

| NEWS

Financial markets are facing their greatest crisis since the Great Recession of 2008-2009.

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Conviction and responsibility in action

Oil and Water? Energy and ESG during the financial crash

| NEWS

Oil prices have dropped dramatically since the end of February, reaching levels not seen since the 1990s.

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Conviction and responsibility in action

Never has destroying ‘growth’ been this lucrative

| NEWS

On the 20th anniversary of World Cancer Day, Candriam fund manager Rudi Van den Eynde makes the case for oncology investment.

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Conviction and responsibility in action

Cancer and artificial intelligence: real progress in prospect

| NEWS

Artificial intelligence should result in better screening, diagnosis and treatment of numerous cancers.

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Conviction and responsibility in action

Climate Change: a Unique Investment Opportunity?

| NEWS

Someone will be producing products, infrastructure, and software services to address the issues related to climate change. Let's find those companies!                

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Conviction and responsibility in action

Cancer and ageing: reversing the irreversible?

 | NEWS

Better diet, a better lifestyle and better medicine have all greatly increased length of life around the world.               

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Conviction and responsibility in action

Is there any green under the hood? Energy transition metals

 | NEWS

Faced with climate change, transportation and energy are the 2 key sectors in terms of sustainable energy transition. Can automobiles change the world?               

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