Candriam

From the U.S. to the Middle East, Europe to Asia—investors' perspectives are as diverse as their goals. The Global Market Strategy team at New York Life Investments reflects on their key takeaways from recent travels and the post-U.S. election landscape. 🎧 Tune in to the latest Market Matters episode here: https://lnkd.in/eHqs_ES6 Together we continue #Investing4Tomorrow #GlobalMarkets #InvestmentInsights #MarketMatters

Oil prices, China’s economic growth, and climate change—what ties them together? Explore how these critical themes will impact your portfolio in 2025.   ❧ Will Trump’s return and OPEC+ strategies reshape global markets?👉 https://lnkd.in/eBEvDhUH   ❧ Can stimulus and reforms keep China resilient under global pressures?👉 https://lnkd.in/ehp2UVVH   ❧ How geopolitical tensions are reshaping the energy transition. 👉 https://lnkd.in/ePNsX7d3 Explore our #Outlook2025 👉 www.CandriamOutlook.com Together we continue #Investing4Tomorrow

The Bank of England opted to keep rates on hold at its December meeting today, sticking to a gradual approach to normalising monetary policy. Candriam’s Senior Fixed Income Fund Manager, Jamie Niven, offers his insights: 💬 "It was a dovish result at the margin with three members instead preferring a further 25bps cut, compared to most commentator’s expectations of only one dissenting voter. We believe that this is intended to send a signal, with several policy setters willing to increase the pace of cuts from quarterly, that the current market pricing is not capturing the Bank’s current base case. Given the recent data evolution, with activity surprising to the downside and inflation remaining sticky, appropriate monetary policy is being pulled in both directions. The eventual direction of UK rates will be determined by which force is felt the strongest in 2025." Together we continue #Investing4Tomorrow #CandriamInsights #BoE #FixedIncome #InterestRates #InvestmentStrategy

Despite political shifts and rising tensions, the energy transition is no longer a question of if, but when and how. Clean tech, renewables, and energy independence are driving unstoppable change—presenting new opportunities for investors. Discover the insights and investment trends shaping the transition to net zero. Read the full article by Alix Chosson and Tanguy Cornet 📖 https://lnkd.in/ePNsX7d3 Together we continue #Investing4Tomorrow #Outlook2025 #NetZero #ClimateChange #EnergyTransition #Sustainability

2024 tested global climate action like never before. COP29’s lack of ambition and rising geopolitical tensions pose big questions for the energy transition. Yet, the trends are unstoppable. Discover where investment opportunities lie in a complex new landscape. Explore the insights: 📊 www.CandriamOutlook.com Together we continue #Investing4Tomorrow #Outlook2025 #NetZero #ClimateAction #EnergyTransition #ESGInvesting

A resurgence of tariffs and trade restrictions looms as Trump’s potential second term unfolds. At the same time, China grapples with local debt, a fragile property sector, and weak demand. ❧ Will Beijing’s stimulus and reforms be enough? ❧ How could this reshape global markets, trade, and investments? Get the full analysis in our latest 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 2025 article by Paulo Salazar and Chris Mey, CFA, 📊 https://lnkd.in/ehp2UVVH Together we continue #Investing4Tomorrow #Outlook2025 #ChinaEconomy #USChinaRelations #TradeTensions

As Trump’s potential return raises the specter of tariffs and trade tension, China faces domestic hurdles—fragile demand, local debt, and property stress. Can stimulus measures and reforms shield its economy? Discover our full analysis of China's preparedness and emerging opportunities: 👉 www.CandriamOutlook.com Together we continue #Investing4Tomorrow #Outlook2025 #ChinaEconomy #GlobalMarkets #InvestmentInsights

The oil market in 2025 faces a complex mix of challenges and opportunities. With Trump’s policies, OPEC+ strategies, and global shifts, what’s next for investors? Read our latest analysis by Thibaut Dorlet, CFA, Nicolas Rutsaert, and NICOLAS CLERIS to navigate the risks and rewards. 🔗 https://lnkd.in/eBEvDhUH Together we continue #Investing4Tomorrow #OilPrices #EnergyTransition #InvestmentStrategies #Outlook2025

The energy market is shifting, with oil prices influenced by geopolitics, OPEC+ strategies, and economic policies. How will Trump’s presidency and global trends shape the future of oil in 2025? Discover key insights in our latest analysis. 🔗 Visit www.CandriamOutlook.com Together we continue #Investing4Tomorrow #OilPrices #EnergyTransition #Geopolitics #Outlook2025

The Candriam Academy offers free courses to help you deepen your understanding of ESG and sustainable investing. Featured courses include: ✅ Introduction to Sustainable Investing ✅ The Circular Economy ✅ Climate Change ✅ ESG Corporate Analysis …and more! Ready to start? Explore the courses: 🔗 https://lnkd.in/eyX7mh_a   𝐂𝐚𝐧𝐝𝐫𝐢𝐚𝐦 𝐀𝐜𝐚𝐝𝐞𝐦𝐲 – Training the next generation of responsible investors 🎓