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Das Portfolio im 2. Quartal 2018
Nachdem wir zu Jahresbeginn in Aktien übergewichtet waren, haben wir unsere Aktienposition Anfang März auf neutral gesetzt.
Japan: Positive growth until the end of 2019?
For the eighth consecutive quarter – the longest period in 28 years! – growth was positive in Japan in the fourth quarter of 2017.
Candriam Takes Part in Investor Decarbonisation Initiative
23 April 2018
The rising yield and inflation story is back again as the main focus for investors.
In the US, the Empire State Manufacturing Index decreased to 15.8 in April from 22.5 in the previous month, below market expectations of 18.8.
Positive week for European equities.
US treasury yields moved higher over the past week.
Weekly Market Overview
24 April 2018
Broad markets were mixed, in the wake of geopolitical tensions combined with the Cambridge Analytica scandal, which brought some volatility to the markets.
19 April 2018
The risk of a trade war between the US and China triggered another equity sell-off in March, making equities the main asset responsible for the increased market volatility levels.
13 April 2018
We are neutral on equities. While keeping a constructive mid-term base scenario, we note an increase in downside risks, as the macro momentum is peaking and concerns about protectionism are intensifying.
28 März 2018
Der neue Fed-Vorsitzende Jerome Powell hob die Federal Funds Rate wie erwartet um 25 Basispunkte an.
27 März 2018
The Goldilocks era seems already to have come to an end, or so the market seems to think.
26 März 2018
Despite our positive strategic view on equities, we have tactically reduced our equity exposure, as the short-term risk-reward appears less attractive.
23 März 2018
We continue to overweight the financial sector vs. the non-financial sector, which is currently benefiting from better fundamentals and relatively attractive valuations.
As expected, new Fed Chairman Jerome Powell raised the fed funds rate by 25 bp at the FOMC meeting on 21 March, a unanimous decision that bumped the rate up to 1.75%, with additional hikes set to take it to 2.50% by the end of the year.
After external risks to EM remained elevated at the beginning of 2018,we believe that, in the medium term, the risks around US monetary policy normalization and fiscal expansion have so far been offset by the synchronized global growth recovery, the solid performance of commodities, and investor appetite for risky assets.
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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