El 13 de abril, Irán decidió atacar Israel con 300 drones y misiles tras un ataque a su complejo diplomático en Siria. La escalada regional y el precio del petróleo corren peligro. Este riesgo de cola no puede ignorarse. Seguimos de cerca el desarrollo de la situación.

Global stock markets ended Q1 at an all-time high, fuelled by continued investor optimism. The resilience of the global economy, particularly in the US, has pleasantly surprised many.

La renta variable japonesa ha disfrutado de una racha positiva desde principios de año (+20,8% hasta el 27 Mar 2024 ), con el Nikkei alcanzando recientemente máximos históricos, superando el pico de la burbuja de 1989 .

Global equity markets steamed ahead, after a hesitant start of the year.

El impacto de las elecciones de 2024 en el tema de la descarbonización es de suma importancia, teniendo en cuenta que ese año marca un importante periodo electoral a nivel mundial, con 64 países y la Unión Europea -que representan casi la mitad de la población mundial- acudiendo a las urnas .

El agua no sólo sustenta la existencia humana, sino todo el ecosistema. A medida que la población mundial aumenta y el cambio climático se intensifica, provocando incidentes extremos relacionados con el agua, desde inundaciones a sequías, el frágil equilibrio entre la oferta y la demanda de agua se ve cada vez más amenazado.

Despite a hesitant start, global equity markets ended the first month of the year on a positive note. The US was a clear outperformer, but European equity markets also ended the first month of 2024 higher.

European equity markets continued their rally that began at the end of October.

European equity markets continued their decline in October, for the third month in a row, as bond yields rose sharply.

European equity markets continued to decline in September, after reaching a 2023 high at the end of July.

Es la vuelta al cole y el período de las decisiones de inversión... ¿

European equity markets have been broadly flat over the past few weeks.

European equity markets had to give away some ground over the past few weeks.

A medida que nos acercamos a mitad del año, parece que se puede evitar la recesión en ambos lados del Atlántico, pero las previsiones de crecimiento siguen siendo débiles...

European equity markets were unable to continue their uptrend since the beginning of the year over the past four weeks.

European equity markets continued their uptrend over the past four weeks on the back of positive economic surprises and a sharp fall in headline inflation as base effects in energy started to drag. The positive market trend was clearly driven by large caps and defensive growth sectors.

With the upcoming 2023 Turkish presidential election, scheduled to take place on 14 May, we are sharing our views and sentiments on the possible outcomes and their consequences.

Geoffroy Goenen, Head of Fundamental European Equity, y Pierre Longueville, Head of Derivatives, explican cómo su equipo adopta un enfoque muy diferente, invirtiendo en una cartera de acciones de alta calidad basada en un riguroso análisis fundamental y aplicando luego dos técnicas distintas para minimizar su volatilidad y maximizar su rentabilidad ajustada al riesgo.

European equity markets have rebounded strongly since mid-March after the sell-off due to the collapse of Silicon Valley Bank in the United States and the financial turmoil around Crédit Suisse.

El Metaverso. La sustitución de la realidad con la ficción —transportando al participante literalmente a otro nuevo mundo— será posible para todo tipo de productos y servicios.

The collapse of the Silicon Valley Bank, the 16th largest bank in the United States, triggered a shockwave through financial markets. Despite their resilience, European equity markets nevertheless also had to give away some ground in this environment. During this correction, and especially since the beginning of March, growth stocks outperformed value stocks, and large caps outperformed small caps.

Portfolios managed by Candriam have no exposure to any Credit Suisse security, OTC exposure or stock-lending exposure.

El año 2022 resultó ser uno de los más difíciles y volátiles para la renta variable de los mercados emergentes.

European equity markets made a very strong start to the year, supported by easing inflation figures, both in the US and Europe, the surprisingly quick end to the zero-Covid policy in China and the relatively mild winter that has defused the energy crisis in Europe and thus the risk of a deep winter recession.

Y preferiríamos no tener que celebrarlo, lo que significaría que hemos ganado la batalla y que el cáncer es curable.