Stefan Keller has been a Senior Multi-Asset Strategist at Candriam in Luxemburg since 2015.
Prior to joining Candriam, he was Managing Director at Scope Ratings in Berlin. His other positions include six years as Strategist, Portfolio Manager, and Head of Managed Account Platform Research at Lyxor Asset Management in Paris, Senior Economist at Exane responsible for the Global Asset Allocation publication, Economist/Strategist at CA Cheuvreux, and a bond market Analyst for BNP Paribas.
Stefan holds a degree from Institut d'Etudes Politiques de Paris (1993) and a PhD in Economics (1998) from the University of Paris I Panthéon-Sorbonne. He is co-author of the Guide des Indicateurs de Marché, published in 2008. He is also a CFA Charterholder.
Discover the latest articles by Stefan Keller, PhD, CFA
Florence Pisani, Stefan Keller, Outlook 2025
Entre 2005 et 2017, alors que la plupart des économies de la zone euro voyaient le poids de leur industrie baisser et leurs parts de marchés à l’exportation reculer, l’Allemagne se distinguait par son industrie puissante, ses parts de marché solides... et son sérieux budgétaire. Sur cette période, le PIB allemand a progressé 10% plus vite que le reste de la zone. Ainsi l'Allemagne, et son modèle social de cogestion (Mitbestimmung), ont longtemps été donnés en exemple.
Asset Allocation, Nadège Dufossé, Florence Pisani, Stefan Keller, Thibaud Marie-Regnault
Russia-Ukraine conflict: geopolitical minefield for markets
Following weeks of rising tensions between Russia and Ukraine, Russia’s President Vladimir Putin has recognised the independence of two Moscow-backed regions in the Donbas region in eastern Ukraine.