July 4, 2022

Outlook – End of post-2008 free lunch money?

As we reach the halfway point in the year, global growth forecasts continue to be revised downwards and headwinds remain significant…

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June 29, 2022

Global Sovereign Bond Yield - Catch them while you can!

Recent rises in inflation -- to levels not seen in decades -- have negatively affected returns across most asset classes.

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June 22, 2022

Montreal Carbon Pledge – Candriam discloses its carbon footprint

Candriam’s evaluation of its portfolios’ carbon footprint takes into account scopes 1 and 2 of the greenhouse gas (GHG) emissions of the different private issuers included in the SRI funds and their benchmark indices.

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June 16, 2022

Prepare for landing

The multiple shocks experienced so far in 2022 have led to a rare simultaneous decline in equity and bond values. As uncomfortably high inflation leads major central banks to tighten monetary policies, investors are preparing for the landing of the global economy.

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June 16, 2022

Geopolitical tensions continue to weigh on investor sentiment

The performance of financial markets improved in May, with US markets posting a positive performance for the first time this year.

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June 16, 2022

Drawing a line in the sand

Markets remain nervous, as investors perceive the Fed as being behind the curve in taking control over inflation.

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June 16, 2022

EQUITIES: Global markets stabilised somewhat in May

Global equity markets stabilised somewhat in May after the significant correction since the beginning of the year.

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June 14, 2022

Mainstream ESG Investing: Failing to See the Forest for the Trees

S&P recently removed Tesla from its ESG index, citing concerns around its lack of low carbon strategy and business conduct as well as involvement in controversial incidents.

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June 7, 2022

ECB Hike

The time was July 2011. Despite the eurozone debt crisis, Jean-Claude Trichet raised the ECB’s key rate to 1.50%. He needed to combat inflation, which was dangerously close to... 2.50%. We all know what followed, traumatising many a bond investor facing deflation in Europe and the debt crisis in the weaker European nations.

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