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Reducing Portfolio Carbon: Exclusion vs Optimisation

Given that the energy, materials and utilities sectors are responsible for most of the CO2 emissions attributable to quoted companies, why not simply exclude these sectors from the investment portfolio?

August 14, 2019

Mounting political risks in Emerging Markets

In addition to renewed trade tensions between the US and China, political tensions, especially in Asia, have risen – China vs. Hong Kong, Japan vs. South Korea, India vs. Kashmir – triggering a rise in risk aversion for emerging assets.

August 8, 2019

German growth dangerously losing steam...

Although a number of exceptional factors weighed on the manufacturing sector in H2 2018, many observers had hoped to see activity pick up again in spring 2019.

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

19 August 2019

WHAT'S NEXT?

On August 23rd, the annual Fed symposium in Jackson Hole will start. This year’s fairly vague theme of “Challenges for Monetary Policy” leaves ample room for central bankers to reassure financial markets.
Italy will also be under the spotlight with PM Conte due to address the Senate.
In terms of data, the August flash PMIs, from the US, the euro zone and Japan will be published.
At the end of the week, world leaders are gathering for the G7 summit in Biarritz (France).

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August 20, 2019

Candriam outperforms in 2019 PRI Assessment Reports

The PRI (Principles for Responsible Investment), the world’s leading proponent of responsible investing, has delivered its 2019 PRI Assessment Reports for its signatories.

August 20, 2019

Buy the dips

In July, markets consolidated their strong 1H 2019 performance.

August 19, 2019

Fed dovish, but not enough to make the cut

The month of July was going smoothly, with indices reaching new highs, until a tweet from Donald Trump rained on the parade.

August 15, 2019

The Trump, the FED and the USD

"Make America great again" is POTUS’s self-coined slogan. To effect this transformation, he is using the full panoply of economic tools at his disposal. This translates, in fiscal terms, into lower taxes.

August 12, 2019

Markets end broadly flat

European equities ended broadly flat during the period, with Food & Beverages outperforming, while Banks and Basic Resources suffered the most.

August 7, 2019

Discover Candriam's best articles in H1 2019!

We are all looking forward to summer to take some time out and a well-deserved break… The ideal time for some beach reading (under a parasol) or, if you’re still in the office, at your desk, taking advantage of the summer slowdown.

July 22, 2019

How Renewables and Fossils are Intertwined

The portfolio interaction between a company’s carbon footprint and investment in renewables can be complex.

July 18, 2019

Should we fear a market correction?

The question is a valid one, given that investors’ concerns appear to be persisting or even growing, along with the surge in year-to-date gains among financial markets.

July 17, 2019

Chasing CARs to treat cancer - The dawn of new therapies

Immunotherapy has recently revolutionised the way we treat cancer. Engaging the immune system to fight tumours has proven to be less toxic, more specific and more efficacious than traditional treatments such as chemo- or radiotherapy.