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Sustainability is at the heart of Candriam’s investment philosophy, and we are convinced that sustainability trends such as climate change provide long-term investment opportunities.
Candriam Investors Group launches the Candriam Academy, the world’s first free-to-access accredited training platform for Sustainable and Responsible Investing (SRI).
Last week, several ECB members have already prepared the market, on the key aspects of the coming ECB’s policy announcements. So, as widely expected, the Governing Council left the key ECB interest rates unchanged.
November 6, 2017
Central banks were at the forefront last week. Following its meeting on Thursday, the Bank of England has increased interest rates for the first time in a decade, raising its base rate by 0.25% to 0.5%.
In the US, non-farm payrolls increased by 261,000 in October following an upwardly revised 18,000 gain in the prior month, but were below the consensus estimate.
European indices ended the week slightly higher.
The Bank of England raised its key rates for the first time in a decade.
Weekly Market Overview
October 24, 2017
The global economic context is supportive to risky assets, with both the Eurozone and Japan growing above their potential.
Although US dollar weakness is still weighing on some earnings revisions in the euro zone, the markets remain positive and fundamentals strong.
With North Korea in the rear mirror, investors focused a bit more on fundamentals, which are not that bad.
October 20, 2017
On 11 October, the Japanese Nikkei index closed at its highest level since December 1996 and has continued to rise..
October 19, 2017
The overall framework – based on rate differential, carry-to-risk and economic surprises – is negative for the US dollar, which has seen some weakness over the past months.
External risks to EM have declined consistently since the beginning of the year as DM political uncertainty subsided after European elections produced market-friendly outcomes and US policies so far have not focused on extreme trade protectionism.
The slowing debt cycle, tighter credit spreads and reduced central bank support had already led to us taking a rather cautious and neutral view on the corporate bond universe.
The activity-cycle momentum continues to build in the Eurozone and in Japan, with the expansion stage still well-anchored in both regions.
October 12, 2017
The progressive winding-down of accommodative monetary policies provides an opportunity for absolute performance strategies
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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Article 173
