About

Johan Van der Biest

Head of Thematic Global Equity

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Johan Van der Biest is the Head of Thematic Global Equity. He was named Co-Head of Thematic Global Equity in 2023 and Deputy Head since 2020, and has been closely involved in the launch of all new thematic strategies. In his continuing role as a lead portfolio manager on several strategies, he has been managing technology portfolios at Candriam and our predecessor companies since 1992, including robotics, metaverse, and other innovative technologies. In addition to his long expertise in technology investing, he brings a breadth of financial markets understanding to his portfolios. Over the years, Johan has managed or co-managed asset classes including equity, bond, and global balanced portfolios.  

Johan holds a degree in Commercial Engineering and a specialisation in Finance from the Catholic University of Louvain (KUL). 

Discover the latest articles by Johan Van der Biest

Johan Van der Biest, Vincent Compiègne, Alfred Sandeman, Outlook 2025

Hello ChatGPT: Will AI continue to surprise the world?

If investors are expected to be early in detecting future trends, then our community certainly thinks AI is the future. Will the surprises continue? To help train ChatGPT’s response, we analyse the tangible revenue that has emerged so far, and consider the ‘sweet spot’, the ‘runners-up’ and the ‘too early’.
Q&A, Future Mobility, Johan Van der Biest, Allan Foll

Cleaner, safer, smarter

More and more investors are turning to thematic strategies to increase their overall diversification. Johan Van Der Biest, Co-Head of Thematic Global Equity, and Allan Foll, Fund Manager, explain that thematic investment skills combined with solid financial analysis is a prerequisite for identifying high-tech companies with strong growth potential at reasonable prices.
Q&A, Johan Van der Biest

Sci-fi becomes a reality

Johan Van Der Biest, Felix Demaeght and Nathaniel Wejchert explain the metaverse and how they identify companies associated with it.
Johan Van der Biest, Equities, Research Paper

Planet Metaverse: Searching for a place to land?

The Metaverse. The substitution of reality with the imagined – transporting the participant literally into a whole new world – will become possible for all kinds of products and services.
Outlook 2023, Johan Van der Biest

Building a New World: Thematic Investments

In the United States Antonín Dvořák composed the New World Symphony in 1893 and Neil Armstrong took it on a cassette to the moon. Rudi Van den Eynde takes it global, presenting us a New World of long-term trends.
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