Underlying economic conditions remain good by historical standards and corporate-profit growth has been stellar. However, the backdrop is shifting and enthusiasm for the recovery has diminished.…
Trevor Noren, Thematic Strategist, reviews the recent rotation from growth into value and ponders whether a sustained regime change and reversal in the performance of growth vs value is underway.
In December 2021, Candriam held their last ESG talk of the year on a fascinating topic of food production, the carbon footprint of what we eat and the future of human diet. This talk looked at the…
