July 22, 2021

Guide for Insurers: Sustainable Investing Questions Answered

A strong global focus on climate change by governments, regulators and consumers has led to Environmental, Social Environmental (ESG) considerations taking a centre stage in investment decisions.

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July 20, 2021

Pesticides and long-tail risks

In 2020, the largest manufacturer of glyphosate announced a $9.6 billion agreement to settle filed and future claims in US courts that the pesticide had caused health problems. In 2021, the judge said the amount was too small. Now that should catch some attention.

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July 20, 2021

Should we worry about inflation?

The current inflation trend is unique to the post-COVID economy

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July 16, 2021

Generating Impact with Private Debt

The newly-launched Kartesia Impact Fund I seeks to promote a more inclusive and environmentally efficient society, by investing in companies directly contributing to the UN Sustainable Development Goals and supporting others in their transition to more impactful practices.

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July 14, 2021

The eurozone has entered the expansion phase alongside the US

In terms of performance, US govies delivered  positive performance over the past month as US assets generally generated better performance than European ones, with Equities and High yield leading the charge

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July 14, 2021

Strong economic recovery and clear inflation pressure

European equities, supported by the reopening of regional economies and strong global goods demand, closed the month higher. Another strong supporting factor was the acceleration of  vaccination campaigns,  especially in the Eurozone, which is now catching up with the UK and the US.

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July 14, 2021

Transition phase

In June, economic indicators showed that growth remained sound across the world, notably in the service sector

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July 13, 2021

Reflation trade cools down

The outcome of the FOMC meeting was June’s main macro event

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July 2, 2021

Sovereign sustainability: Natural capital vs The nature of capital

Candriam has been engaged in ESG Country Analysis since 2009. In 2020, we put into practice our third and most sophisticated Sovereign Sustainability model.

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